William Davis
William Davis is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Columbia,, IL, with 13 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
2451 Lakeshore Drive, Columbia,, IL, 62236
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 holds an insurance license and may recommend insurance products for commission. Clients can engage William to purchase insurance products, separate from his advisory services.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
Archford Capital Strategies, LLC
Deschaine & Company, L.L.C.
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.