William Hammond is a registered investment advisor at Techview Wealth Advisors LLC, based in St. Petersburg, FL, with 5 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, Cross-Border Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 18 clients with $5.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TechView Wealth Advisors manages investment portfolios and charges an annual fee based on the value of your investments, paid quarterly.
For US tax residents:
- First $1,000,000: 1.0% per year
- Over $1,000,000: Negotiable
For non-US tax residents:
- First $1,000,000: 2.0% per year
- Over $1,000,000: Negotiable
Location
St. Petersburg, FL
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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 →Employment History
Current Registrations
Techview Wealth Advisors LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Deutsche Bank Securities INC.Broker
Thomas Weisel Partners LLCBroker
A. G. Edwards & Sons, INC.Broker
Dain Rauscher IncorporatedBroker
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.