William Rogers
William Rogers is a registered investment advisor at Beacon Capital Management, LLC, based in Franklin, TN, with 21 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, Education Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 3,040 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Capital Management charges a fee based on a percentage of the assets they manage for you, up to 2.0% annually. This fee is calculated monthly based on the average daily value of your account and is taken out of your account. The fee will be adjusted if you add or remove money during the billing cycle. Fees are negotiable. Beacon may allocate a portion of your portfolio to a third-party manager, but you will not be charged any additional fee for this.
Location
751 Cool Springs Blvd, Suite 106, Franklin, TN, 37067
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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 works as an insurance sales agent, selling life insurance, long-term care insurance, disability insurance, and annuities since 2013. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Beacon Capital Management, LLC
Previous Registrations
Kalos Management
Kalos Capital, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith 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.