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William Driver

23 Years of Experience
Austin, TX

William Driver is a registered investment advisor at Fisher Investments, based in Austin, TX, with 23 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 199,922 clients with $390B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2683 advisors
Number of Clients
199,922 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$386.7B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Fisher Investments primarily serves institutional clients. The firm's fee structure varies depending on the investment strategy and the amount invested. Fees are calculated as a percentage of the assets managed. For some strategies, there is also a performance-based fee. Fees may be negotiable for higher asset levels. Fisher Investments also manages retirement plans, with fees up to 0.80% of assets managed.

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Location

Austin, TX

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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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Other Business Activities

William is the Owner/President of South Camp Development, LLC, a real estate investment/development company, since March 2023. He spends about 10-20% of his time redeveloping 144 acres outside of Austin.

Employment History
Current Registrations
Fisher Investments
July 2007 - Present · 18 yrs 10 mos
Previous Registrations
Wells Fargo Funds Management, LLC
January 2005 - August 2005 · 7 mos
Strong Capital Management INC
August 2000 - January 2005 · 4 yrs 5 mos
State Registrations1 state
TX
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 Driver - Financial Advisor | TrueAdvisor