WG
CFA
WG
CFA

William Gough

19 Years of Experience
Bloomfield Hills, MI

William Gough is a CFA-designated registered investment advisor at Azimuth Capital Management, based in Bloomfield Hills, MI, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 403 clients with $3.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
403 clients
Average Client Portfolio
$9.5M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $25.0M0.75%
$25M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 East Long Lake Road, Suite 160, Bloomfield Hills, MI, 48304

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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
Azimuth Capital Management
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Azimuth Capital Management LLC
May 2013 - April 2022 · 8 yrs 11 mos
Wilson, Kemp & Associates, INC.
June 2011 - May 2013 · 1 yr 11 mos
Comerica Securities
June 2006 - May 2013 · 6 yrs 11 mos
State Registrations2 states
MITX
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 Gough - Financial Advisor | TrueAdvisor