William Iredale is a CFA-designated registered investment advisor at Vident Asset Management, based in Alpharetta, GA, 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 Investment Management. Their firm serves 1,196 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vident Asset Management charges fees based on a percentage of assets for its investment advisory and sub-advisory services. These fees are negotiable on a case-by-case basis. Minimum quarterly fees apply to separately managed accounts (SMAs). Fees are payable quarterly in advance, based on the value of assets at the end of the preceding quarter. If an SMA terminates mid-quarter, Vident will refund any unearned fees.
Location
1125 Sanctuary Pkwy, Suite 515, Alpharetta, GA, 30009
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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
Vident Asset Management
Previous Registrations
Vident Investment Advisory, LLC
Ronald Blue & CO. LLC
State Registrations2 states
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