William Gordon
William Gordon is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Greenville, SC, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.
Fee Estimator
Location
124 Verdae Blvd, Suite 504, Greenville, SC, 29607
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Regulatory History (1)
Customer Dispute
December 2008Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Fintrust Capital Advisors, LLC
Fintrust Investment Advisory Services, LLC
Fintrust Brokerage Services, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
H.D. Vest Investment ServicesBroker
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.
Exams
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