William Albair
William Albair is a registered investment advisor at Universal Financial Advisors, LLC, based in St. Louis, MO, with 21 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 304 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Universal Financial Advisors (UFA) offers investment management services for an annual fee based on the amount of your portfolio. The fee generally ranges from less than 1% to no more than 2.5% annually. There is a Minimum Platform Service Fee (MPSF) of $50 annually per advisory account, but this may be waived if the aggregate MPSF fee for the immediate client family household meets the $50 annual minimum per account. The specific fee is disclosed in your advisory agreement.
Location
333 S. Kirkwood Road, Suite 301, St. Louis, MO, 63122
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2016Other Business ActivitiesSells Insurance
William works as an insurance agent since 2005. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Universal Financial Advisors, LLC
Previous Registrations
Pfg Advisors
Securities America, INC.Broker
Beam Asset Management, LLC
LPL Financial LLCBroker
Universal Financial Planning Consultants, INC.
Mutual Service CorporationBroker
State Registrations2 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.