William Morris
William Morris is a CFA-designated registered investment advisor at Grand Street Capital Management, L.L.C., based in Winston Salem, NC, with 6 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $7.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Fees are negotiable for amounts over $25 million. Schedule shown is for equity assets. Fixed income assets: First $5M: 0.65%, Next $20M: 0.45%, Over $25M: Negotiable. Allocation assets: First $1M: 1.10%, Next $5M: 0.85%, Over $6M: Negotiable.
Fee Estimator
Location
1008 Brookstown Avenue, Suite C-6, Winston Salem, NC, 27101
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 →Employment History
Current Registrations
Grand Street Capital Management, L.L.C.
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.