WL
CFP
WL
CFP
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
280 clients
Average Client Portfolio
$829K average
Assets Under Management
$232.1M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged for investment management will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1010 Jorie Blvd, Suite 144, Oak Brook, IL, 60523
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
William is a partner at Stonebridge Wealth Management, LLC, an LLC and RIA, since 2011 and 2016 respectively. He dedicates nearly full-time to financial planning and partnership duties.
Employment History
Current Registrations
Stonebridge Wealth Management LLC
December 2016 - Present · 9 yrs 3 mos
Apw Capital, INC.Broker
December 2016 - Present · 9 yrs 3 mos
Previous Registrations
Commonwealth Financial Network
January 2011 - December 2016 · 5 yrs 11 mos
Commonwealth Financial NetworkBroker
January 2011 - December 2016 · 5 yrs 11 mos
Securian Financial Services, INC.
May 2001 - January 2011 · 9 yrs 8 mos
Securian Financial Services, INC.Broker
January 2001 - January 2011 · 10 yrs
State Registrations6 states
COFLGAILOHTX
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.