William Mehserle
William Mehserle is a CFP-designated registered investment advisor at PFS Signature Wealth, based in Tampa, FL, with 11 years of industry experience. Their practice areas include Alternative Investments, Business Owners, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees are not negotiable. Ultrashort Cash Management accounts have a separate fee of 0.50% up to $1M and 0.25% over $1M. Alternative investments have a maximum annual fee of 0.75%.
Fee Estimator
Location
1405 W Swann Ave, Tampa, FL, 33606
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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 the President/Manager of Mehserle Wealth Management Group, LLC and Slayton Holdings, LLC, both pass-through holding companies, and a consultant for PFS Financial. He also serves as a board member for the University of Tampa Business School and owns CMOW, LLC (Darling Cookie Company).
Employment History
Current Registrations
PFS Signature Wealth
Previous Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Homrich Berg
Fourthought Private Wealth
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
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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