William Laprise is a registered investment advisor at 21peaks Capital Management, LLC, based in Naples, FL, with 18 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $620K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
21Peaks Capital charges a management fee that is unique to each client relationship. The fee is determined by the type and size of the investment, the asset class, and the level of discretion 21Peaks Capital has over the account. The management fee is generally between 0.50% and 1.00% annually, paid quarterly. Overall management fees will not exceed 2.00%. Clients also pay trading expenses, custodial fees, and blockchain fees.
Location
Naples, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
21peaks Capital Management, LLC
Previous Registrations
Piper Jaffray & CO.Broker
BMO Capital Markets Gkst INC.Broker
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.