William Stevens
William Stevens is a ChFC-designated registered investment advisor at Stevens Foster Financial Advisors, based in Bloomington, MN, with 26 years of industry experience. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 332 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual tiered asset management fees typically range between 0.30% and 1.00%, varying based on the scope of services and portfolio size.
Fee Estimator
Location
7901 Xerxes Avenue South #325, Bloomington, MN, 55431
Get directionsHistory
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 licensed in Minnesota for life, health, and long-term care insurance. He also buys and sells old books as a hobby and is an unpaid board member of Penumbra Theatre.
Employment History
Current Registrations
Stevens Foster Financial Advisors
Previous Registrations
LPL Financial LLC
LPL Financial Corporation
State Registrations5 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.
Exams
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