William Enszer is a registered investment advisor at Segment Wealth Management, LLC, based in Houston, TX, with 18 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 236 clients with $2.1B 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable above $3,000,000. Similarly situated clients could pay different fees.
Fee Estimator
Location
3040 Post Oak Blvd., Ste. 1725, Houston, TX, 77056
Get directionsHistory
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 →Employment History
Current Registrations
Segment Wealth Management, LLC
Previous Registrations
Sustainable Woodlands Partners, LLC
Salient Capital Advisors, LLC
Forward Management, LLC
Salient Capital Advisors, LLC
Salient Advisors, L.P.
Endowment Advisers, L.P.
Ghe Advisers, L.P.
Condera Advisors, LLC
Condera Securities, LLC
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.