William Fisher
William Fisher is a registered investment advisor at Novadius Wealth Management, based in Overland Park, KS, 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 Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 270 clients with $170M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based on the level of service needed and other factors. A flat fee option may also be available upon request for certain engagements.
Fee Estimator
Location
7300 West 110th Street, Suite 870, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2013Other Business ActivitiesSells Insurance
William offers a wide range of insurance solutions to clients through ETF Store Financial Services LLC. He has been an insurance producer with them since 2013, dedicating a few hours per week.
Employment History
Current Registrations
Novadius Wealth Management
Previous Registrations
Commerce Brokerage Services, INC
UBS Financial Services INC.
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.
Exams
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