William Thrush
William Thrush is a registered investment advisor at Robertson Stephens, based in San Francisco, CA, with 24 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,060 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robertson Stephens charges a percentage of your portfolio to manage your investments. The exact percentage is negotiable and depends on the size and complexity of your account, but typically ranges from 0.10% to 2% per year. The fee is calculated based on the value of your investments at the end of each calendar quarter and is typically deducted directly from your account.
Location
455 Market Street, Ste. 1450, San Francisco, CA, 94105-2442
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2012Customer Dispute
November 2009Other Business ActivitiesSells Insurance
William is a licensed insurance agent and a registered representative with Robertson Stephens Capital Markets, spending minimal time on this. He is also a Managing Director/Investment Adviser Representative with Robertson Stephens Wealth Management, LLC, dedicating nearly all of his time to this role.
Employment History
Current Registrations
Robertson Stephens
Robertson Stephens Capital Markets, LLCBroker
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 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.