William Tevis
William Tevis is a registered investment advisor at Tevis Investment Management, LLC, based in Plano, TX, with 25 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, High Net Worth, and 3 more. Their firm serves 431 clients with $230M 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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.10% |
| $10M+ | 1.10% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
5700 West Plano Parkway, Suite 3800, Plano, TX, 75093
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
Ryan is an insurance agent for various insurance companies, primarily servicing annuity accounts and handling distributions, dedicating minimal time. He also serves as Treasurer for the Ryan Palmer Foundation, a non-profit for medical services, spending minimal time on financial matters.
Employment History
Current Registrations
Tevis Investment Management, LLC
Previous Registrations
Brazos Securities, INC.Broker
Th Wealth Management LLC
Andrew Garrett, INC.
Andrew Garrett INC.Broker
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
State Registrations3 states
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.