William Sigrist
William Sigrist is a registered investment advisor at Capstone Investment Financial Group, LLC, based in Webster, NY, with 16 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 392 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capstone Investment Financial Group (CIFG) offers investment management services where fees generally range from 0.00% to 2.00% per year of the value of your investments. The exact fee is negotiable and depends on factors like the size of your account and the complexity of your assets. CIFG also offers performance-based fees to qualified clients. These fees can be 20% of new capital appreciation or a combination of asset-based fees (typically 1.00%) and a 10% performance fee.
Location
115 West Salori Court, Webster, NY, 14580
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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 a board member and sponsorship chairman for the Financial Planning Association of Southern Colorado, spending a few hours per week on this activity. He is also an independent insurance agent for various independent insurance companies.
Employment History
Current Registrations
Capstone Investment Financial Group, LLC
Previous Registrations
Capstone Investment Financial Group, INC.
Capstone Investment Financial Group, INC.
Cambridge Investment Research Advisors, INC.
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.