| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
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Learn about disclosures →William is an investment advisor at Madison Park Capital Advisors, LLC, dedicating full-time hours to providing investment planning, advice, and analysis. He also works as an advisor at PKS Financial, spending a few hours per week sharing knowledge about insurance products with clients.