William Heil is a CFP-designated registered investment advisor at Turning Point Financial, based in Frederick, MD, with 15 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, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 794 clients with $340M 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 | 1.60% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are guidelines and may be negotiable. Additional asset management model fees ranging from 0.15% to 0.60% may apply depending on the chosen strategy.
Fee Estimator
Location
153 W Patrick Street, Frederick, MD, 21701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is the treasurer of Rosebud Gun Club, Inc., a nonprofit social club, and receives no compensation for this role.
Employment History
Current Registrations
Turning Point Financial
Previous Registrations
Corecap Investments, LLCBroker
Corecap Advisors
Questar Capital CorporationBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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
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