William Cuthbertson is a CFP-designated registered investment advisor at Fiscalis Advisory, INC., based in Mission Viejo, CA, 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 24 clients with $47M 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 $800K | 1.20% |
| $800K - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.60% |
Fees are generally not negotiable and are payable quarterly in advance. Household accounts may be combined for fee calculation.
Fee Estimator
Location
27201 Puerta Real, Ste 300, Mission Viejo, CA, 92691
Get directionsHistory
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 →Other Business Activities
William is an Enrolled Agent, offering tax preparation and consulting services as the owner of William C. Cuthbertson, Jr., Enrolled Agent. He dedicates minimal time to this business, primarily serving advisory clients of Fiscalis Advisory, Inc.
Employment History
Current Registrations
Fiscalis Advisory, INC.
State Registrations3 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.
Exams
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