William Stoddart is a registered investment advisor at 45north Partners, based in Bozeman, MT, with 19 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, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is maintained for three years unless there are mitigating circumstances that require renegotiation.
Fee Estimator
Location
201 South Wallace Avenue, Suite B3F, Bozeman, MT, 59715
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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 co-founded HomeStake Venture Partners LLC in 2017 and HomeStake Management, LLC in 2024, spending minimal time and about 10-20% of his time on these ventures respectively. He also founded 45North Partners LLC in 2018, dedicating about half his time to advising clients.
Employment History
Current Registrations
45north Partners
Homestake Venture Partners LLC
Previous Registrations
Homestake Management, LLC
Northfork Advisors
D.A. Davidson & CO.
State Registrations1 state
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