William Chisholm is a registered investment advisor at Tidewater Wealth Advisors, based in Savannah, GA, with 18 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 11 clients with $15M 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 - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable. Client assets placed into investment allocations managed by Netherby Advisors will be charged an additional 0.20% per year.
Fee Estimator
Location
Savannah, GA
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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 →Employment History
Current Registrations
Tidewater Wealth Advisors
Previous Registrations
Tidewater Wealth Advisors LLC
Sterne Agee Investment Advisors, INC.
Sterne Agee & Leach, INC. Capital Management
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.