William Cannon
William Cannon is a registered investment advisor at Ameritas Advisory Services, LLC, based in Carmel, IN, with 16 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
300 E Main St Ste B, Carmel, IN, 46032
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Regulatory History (4)
Judgment / Lien
January 2021Employment Separation After Allegations
June 2009Customer Dispute
March 2001Employment Separation After Allegations
January 2001Other Business ActivitiesSells Insurance
William is licensed as an independent insurance agent to sell fixed insurance products. He is also the owner of Financial Strategy Architects, a DBA for his financial business, dedicating about a quarter of his time to these activities.