William Winn is a registered investment advisor at Fiducial Partners LLC, based in Brighton, MI, with 9 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 7 clients with $1.5M 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 | 2.50% |
Fees are negotiated with each client based on a variety of factors.
Fee Estimator
Location
2020 Grand River Anx, Suite 400, Brighton, MI, 48114
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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 ActivitiesSells Insurance
William is an independent insurance agent since 2008, dedicating about 15-20 hours per week to fixed insurance sales. He also owns Newbridge Financial Group, where he sells life insurance, Medicare supplements, and annuities, dedicating about half of his time.
Employment History
Current Registrations
Fiducial Partners LLC
Previous Registrations
Retirement Wealth Advisors, INC.
Wealth Financial Advisory Services, LLC
H&r Block Financial Advisors, INC.
Lincoln Financial Advisors Corporation
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.