William Laird is a CFA, CFP-designated registered investment advisor at Newedge Advisors, based in Jacksonville, FL, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B 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 | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2M+ | 1.75% |
Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.
Fee Estimator
Location
501 Riverside Avenue, Suite 901, Jacksonville, FL, 32202
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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 volunteers with several organizations, including the North Shores Improvement Association and the Jacksonville Jaguars Booster Club, dedicating minimal time to each. He is also an Investment Advisor Representative with NewEdge Advisors, LLC, doing business as Riverside Wealth Partners.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Forvis Wealth Advisors, LLC
Dixon Hughes Goodman Wealth Advisors LLC
Dixon Hughes Goodman Wealth Advisors LLC
Raymond James & Associates, 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.
Exams
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