William Hussey is a CFP-designated registered investment advisor at Cleartree Asset Management, INC., based in Tampa, FL, with 22 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 2 more. Their firm serves 47 clients with $17M 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 - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.00% |
Fees are generally negotiable.
Fee Estimator
Location
711 S. Howard Avenue, Suite 200, Tampa, FL, 33606
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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
Cleartree Asset Management, INC.
Previous Registrations
Change Path LLC
Client One Securities LLCBroker
Sutton Wealth Advisors, INC.
Securities Service Network, LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
Morgan Stanley Dw INC.Broker
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.