William Holliday is a CFP-designated registered investment advisor at Aio Financial, LLC, based in Tucson, AZ, with 20 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 197 clients with $200M 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 | 1.00% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $12.0M | 0.30% |
| $12M+ | 0.30% |
Fees are negotiable above $12,000,000. On smaller accounts, the minimum annual fee may exceed the 1.0% annual percentage.
Fee Estimator
Location
2531 E Richards Pl, Tucson, AZ, 85716
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Regulatory History (1)
Regulatory
October 2016Other Business Activities
William is a volunteer director for Promex Group, LLC, a non-profit supporting charitable projects in Mexico, since 2012. This activity is not investment-related.
Employment History
Current Registrations
Aio Financial, LLC
State Registrations7 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.