William Rees
William Rees is a registered investment advisor at Waldron Private Wealth, based in Washington, DC, with 18 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 455 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waldron Private Wealth charges an annual investment management fee that varies up to 1.50% of the total value of your portfolio. The fee is based on factors like the amount of assets managed, the complexity of the engagement, and the scope of services. Clients may pay different fees for similar services, and other advisors may offer lower fees.
Location
1307 New York Ave NW, 5th Floor, Washington, DC, 20005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Waldron Private Wealth
Previous Registrations
Northern Trust Securities, INC.Broker
State Registrations3 states
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