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CFP
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CFP

William Terrill

Ameriprise Financial Services, LLC
26 Years of Experience
South Jordan, UT
Broker
View SEC Summary
View SEC Summary

William Terrill is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in South Jordan, UT, with 26 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

869 W Baxter Dr, South Jordan, UT, 84095

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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 owns commercial and single-family real estate, co-owns Encore Growth Partners and Wealth Strategy Partners Tax and Accounting Services, and owns WS Partners, LLC and WS Real Estate Holdings, LLC. These activities require minimal time commitment and are not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2012 - Present · 14 yrs 4 mos
Ameriprise Financial Services, LLCBroker
August 2000 - Present · 26 yrs 2 mos
Ameriprise Financial Services, LLC
August 2000 - Present · 26 yrs 2 mos
Previous Registrations
Ids Life Insurance CompanyBroker
August 2000 - July 2006 · 5 yrs 11 mos
State Registrations40 states
AKALAZCACOFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNJNMNVNYOHOKORPASCTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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.
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