William Riedel is a registered investment advisor at Drawbridge Capital, based in Tulsa, OK, with 8 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 951 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Drawbridge Capital charges a percentage of your portfolio's value each year. The exact fee can be negotiated, but will not exceed the following:
- $15,000 - $99,999 — 2.00%
- $100,000 - $249,999 — 1.90%
- $250,000 - $499,999 — 1.80%
- $500,000 - $999,999 — 1.65%
- $1,000,000 - $1,999,999 — 1.50%
- $2,000,000 - $2,999,999 — 1.40%
- $3,000,000 - $3,999,999 — 1.30%
- $4,000,000 – $4,999,999 — 1.20%
- $5,000,000 + — 1.10%
If your account falls below $15,000, Drawbridge Capital may ask you to terminate the account.
Location
7134 S.Yale Ave, Ste 700, Tulsa, OK, 74136
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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 Activities
William operates under Regent Financial Services as a DBA for his LPL business. He also provides investment advisory services through Drawbridge Capital, LLC, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Drawbridge Capital
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Banc One Securities Corporation
Banc One Securities CorporationBroker
AXA Advisors, LLCBroker
State Registrations18 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.