William Mortimer is a registered investment advisor at Solidarity Capital Management, LLC, based in Lehi, UT, 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 High Net Worth, Investment Management. Their firm serves 1 clients with $130M 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 | 1.00% |
Management fee is approximately 1.0% annually, charged monthly based on the lesser of the investor's share of net asset value or unreturned capital contributions. An affiliate also charges a performance allocation of 100% of profits exceeding an annualized 12% hurdle rate.
Fee Estimator
Location
3600 N Outlet Parkway, Suite 200, Lehi, UT, 84048
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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 a Bishop for The Church of Jesus Christ of Latter Day Saints, managing church business, attending meetings, managing the budget, working with youth, and providing counsel. This non-investment related activity takes about a quarter of his time.
Employment History
Current Registrations
Solidarity Capital Management, LLC
Solidarity Wealth, LLC
Previous Registrations
M. S. Howells & CO.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
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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