William Schmerbeck is a registered investment advisor at Wgs Management Services, INC, based in Rochester, NY, with 4 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 74 clients with $42M 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 $2.0M | 1.00% |
| $2M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
470 Long Pond Rd, Suite 210, Rochester, NY, 14612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
William is the owner and sole shareholder of WGS Management Services, Inc., an investment management firm. He manages clients' individual and retirement funds, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Wgs Management Services, INC
State Registrations2 states
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