William Levay is a registered investment advisor at Fca CORP, based in Houston, TX, with 17 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Estate Planning, Insurance Planning, and 4 more. Their firm serves 183 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.99% |
Rates are negotiable. For assets of $1,000,000 or less, the rate is 1.0% per annum, and for assets greater than $1,000,000, the rate is less than 1% per annum.
Fee Estimator
Location
791 Town & Country Blvd, Suite 250, Houston, TX, 77024-3925
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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.
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William is the General Counsel for First Commonwealth Holdings Corp since 2008, dedicating approximately 250-500 hours per year. He also works as an attorney at the Law Office of William Levay since 2008, spending approximately 100-150 hours per year.
Employment History
Current Registrations
Fca CORP
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.
Exams
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