William Griffioen
William Griffioen is a CFP-designated registered investment advisor at Elite Focus Private Wealth, LLC, based in Chicago, IL, with 17 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 5 clients with $12M 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 | 2.00% |
| $500K - $5.0M | 1.50% |
| $5M+ | 1.00% |
For Clients using the SEI Advisor Guided Platform, additional fees are incurred ranging up to .10%. Fees are negotiable.
Fee Estimator
Location
Chicago, IL
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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 broker. This investment-related activity takes minimal time.
Employment History
Current Registrations
Elite Focus Private Wealth, LLC
Previous Registrations
Wells Fargo Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Chicago Investment Group Advisors, LLC
UBS Financial Services INC.
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.