TrueAdvisor
TrueAdvisor
WD
WD

William Davis

Vantage Point Wealth Management
23 Years of Experience
Bismarck, ND
1 DisclosureBroker
View SEC Summary
View SEC Summary

William Davis is a registered investment advisor at Vantage Point Wealth Management, based in Bismarck, ND, with 23 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,223 clients with $330M in assets under management.

Vantage Point Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,223 clients
Average Client Portfolio
$267K average
Assets Under Management
$326.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $500K2.00%
$500K - $1.0M1.50%
$1M+1.25%

Fees are negotiable based on historical relationships, account composition, and asset amounts. Other LPL advisory programs have maximum annual fees ranging from 0.95% to 3.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1830 East Century Ave, Suite 3A, Bismarck, ND, 58503

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2016
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

William is involved in several business activities, including Vantage Point Wealth Management, Up North Wealth Advisors, and VPWM Advisors, LLC, all related to his LPL business and investment advisory services. He also has entities for tax/investment purposes and a food concession business, Walleye On a Stick, LLC, dedicating minimal time to the latter.

Employment History
Current Registrations
Vantage Point Wealth Management
April 2025 - Present · 1 yr 6 mos
LPL Financial LLC
April 2025 - Present · 1 yr 6 mos
LPL Financial LLCBroker
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Wells Fargo Advisors
October 2021 - April 2025 · 3 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2021 - April 2025 · 3 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - September 2021 · 13 yrs 8 mos
Wells Fargo Clearing Services, LLC
January 2008 - September 2021 · 13 yrs 8 mos
A. G. Edwards & Sons, INC.
August 2003 - January 2008 · 4 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
August 2003 - January 2008 · 4 yrs 5 mos
State Registrations20 states
AZCACOCTDCFLGAILMIMNMOMTNDNVORSDVAWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Bismarck, ND →All financial advisors in North Dakota →