William Marker is a CFP, ChFC-designated registered investment advisor at Borland Marker, based in Dayton, OH, with 8 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2 clients with $290K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The asset-based management fee varies between 0.50% and 1.50%, depending upon the size and composition of a client’s portfolio, the type and amount of services rendered and the individual(s) providing the services.
Fee Estimator
Location
7001 Corporate Way, Dayton, OH, 45459
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 Activities
William works as an investment adviser representative for The Borland Group since 2010. This is a full-time commitment and occurs during securities trading hours.
Employment History
Current Registrations
Borland Marker
Previous Registrations
The Borland Group
Edward Jones
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.