William Morrison is a CFA-designated registered investment advisor at Inverlochy Capital, INC., based in Bobcaygeon, Ontario, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 31 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are negotiable at the discretion of Inverlochy Capital, Inc.
Fee Estimator
Location
Bobcaygeon, Ontario
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the president and principal owner of Inverlochy Capital Group LTD since 2006, a holding company for two operating companies. He is also the president and principal owner of Inverlochy Capital LTD since 2003, a portfolio management company registered with the Ontario Securities Commission.
Employment History
Current Registrations
Inverlochy Capital, INC.
State Registrations2 states
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