WC
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William Corrigan

19 Years of Experience
Dallas, TX

William Corrigan is a registered investment advisor at Snowcap Capital Management, based in Dallas, TX, with 19 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. Their firm serves 11 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
11 clients
Average Client Portfolio
$20.1M average
Assets Under Management
$220.7M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable. The minimum fee may be waived for members of the family. Generally, the minimum account size is $1,000,000, subject to a minimum annual fee of $5,000. The minimum fee would increase the maximum percentage rate paid on smaller accounts to more than 1% annualized as shown on the standard fee schedule. However, in no case would the fee exceed 2% per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8117 Preston Road, Suite 610, Dallas, TX, 75225

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

William is Director, President, and CEO of Goddard Investment Company, investing in various assets, and President of Corrigan 3B Company, a family-owned management company. He also owns Tinto Energy Development Partners, LLC, Tinto Energy Partners, LP, and Snowcap Capital Management, a registered investment advisory firm, and has power of attorney over family member clients of Snowcap.

Employment History
Current Registrations
Snowcap Capital Management
August 2008 - Present · 17 yrs 9 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
March 2004 - May 2006 · 2 yrs 2 mos
State Registrations7 states
CADEFLMTNMTXUT
Advisor

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
No exam information available for this advisor.