William Parsons is a PFS-designated registered investment advisor at Mainsail Asset Management, LLC, based in Birmingham, AL, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 153 clients with $410M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Adviser, in its sole discretion, may charge a modified investment advisory fee and/or charge a fixed annual retainer fee based upon certain criteria.
Fee Estimator
Location
2229 1st Ave. S., Suite 225, Birmingham, AL, 35233
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mainsail Asset Management, LLC
State Registrations2 states
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