William Avant
William Avant is a registered investment advisor at Saos Capital, LLC, based in Mount Pleasant, SC, with 23 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 561 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Saos Capital manages your investments for a fee based on a percentage of your assets. The exact percentage you pay will depend on the specific agreement. Financial planning is included at no additional cost as part of the investment management process. You will also be responsible for paying custodial fees, brokerage commissions, and other transaction fees.
Location
109 Simmons Street, Mount Pleasant, SC, 29464
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 involved in outside insurance sales, acting as a managing member and advisor-sales. This activity consumes about 10-20% of William's time.
Employment History
Current Registrations
Saos Capital, LLC
Previous Registrations
Kovack Securities INC.Broker
Resource Horizons Group LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Edward JonesBroker
State Registrations3 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.