William Robertson
William Robertson is a ChFC-designated registered investment advisor at Wealth Planning Systems, LLC, based in Bloomington, MN, with 12 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, Insurance Planning, and 3 more. Their firm serves 74 clients with $11M 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 $75K | 2.00% |
| $75K - $100K | 1.75% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.80% |
| $500K - $750K | 0.50% |
| $750K - $1000K | 0.40% |
| $1.0M - $1.5M | 0.30% |
| $1.5M+ | 0.25% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Bloomington, MN
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 with Combined Benefits Corp, selling insurance products since 1983. This activity takes about a quarter of his time.
Employment History
Current Registrations
Wealth Planning Systems, LLC
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.