WH
CFA · CFP
WH
CFA · CFP

William Hawes

11 Years of Experience
Austin, TX

William Hawes is a CFA, CFP-designated registered investment advisor at Candor Asset Advisors, LLC, based in Austin, TX, with 11 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 36 clients with $16M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
36 clients
Average Client Portfolio
$440K average
Assets Under Management
$15.8M

Fee Structure

Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.70%
$10M+0.70%

Fees negotiable for accounts over $10,000,000. There is a separate fee schedule for accounts invested in Candor's short and intermediate term fixed income portfolio: 0.25% for $0 to $10,000,000, negotiable for $10,000,000+.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1250 Capital of Texas Highway South, Building 3, Suite 400, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Candor Asset Advisors, LLC
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Century Management
October 2013 - June 2015 · 1 yr 8 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
William Hawes - Financial Advisor | TrueAdvisor