William Campbell
William Campbell is a registered investment advisor at Iams Wealth Management, LLC, based in Bedford, TX, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,633 clients with $400M 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 | 1.85% |
| $500K - $1.0M | 1.70% |
| $1.0M - $2.0M | 1.55% |
| $2M+ | 1.55% |
Fees over $2,000,000 are negotiable. Representatives may also negotiate a flat percentage rate not to exceed 1.85%. Third-party model providers may cost an additional 0.00% to 0.35%, and an annual $100 technology fee applies per account.
Fee Estimator
Location
1901 Central Drive, Suite 800, Bedford, TX, 76021
Get directionsHistory
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 in a managerial role at Professional Insurance Elite, providing support to insurance agents since 2008. He is also the owner/manager of Clearview Retirement Group, a dormant business entity.
Employment History
Current Registrations
Iams Wealth Management, LLC
Previous Registrations
Clearview Retirement Group, LLC
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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