William Davis
William Davis is a registered investment advisor at Vantage Point Wealth Management, based in Plymouth, MN, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 932 clients with $280M 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 $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on various criteria. VPWM also offers investment management through LPL Financial programs, with maximum fees ranging from 0.95% to 3.0% depending on the program.
Fee Estimator
Location
505 North Highway 169, Suite 260, Plymouth, MN, 55441
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2016Other 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
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations20 states
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.