William Root
William Root is a registered investment advisor at Keeler & Nadler Family Wealth, based in Dublin, OH, with 22 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 456 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.00% |
| $600K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.45% |
| $4.0M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
KNFW also offers Investment Management as a stand-alone service to clients without Financial Planning Services. The maximum allowable fee that can be charged may not exceed 1.50% of client assets under management on an annual basis.
Fee Estimator
Location
565 Metro Place South, Suite 280, Dublin, OH, 43017
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an independent insurance agent for various companies and also works as "of counsel" for estate and business planning. These activities take about 10-20% of William's time.
Employment History
Current Registrations
Keeler & Nadler Family Wealth
Previous Registrations
Cambridge Investment Research Advisors, INC.
Efg, INC.
Efg, INC.
State Registrations1 state
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.