William Tom is a CFP-designated registered investment advisor at American Investors CO, based in Lafayette, CA, with 11 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 762 clients with $580M 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 | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
In lieu of the tiered schedule, a fixed percentage fee of 1.5% may be charged. A fixed annual fee payable at agreed-upon intervals throughout the year may be charged for asset management services and/or a combination of asset management and other advisory services. Fees are negotiable.
Fee Estimator
Location
3658 Mt. Diablo Blvd., Ste. 210, Lafayette, CA, 94549
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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 Partner and CFP at Mosher Financial Advisors, LLC, focusing on financial planning and investments since 2018. He dedicates nearly full-time hours to this business, including time during securities trading hours.
Employment History
Current Registrations
American Investors CO
Mosher Financial Advisors LLC
American Investors CompanyBroker
State Registrations15 states
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