William Greif is a registered investment advisor at Brave Warrior Advisors, LLC, based in San Antonio, TX, with 4 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. Their firm serves 114 clients with $5.4B 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 | 2.00% |
Fees are generally non-negotiable. Brave Warrior may reduce or waive fees for accounts of the Principal, certain family members, current and former employees, and accounts valued near or less than $200,000.
Fee Estimator
Location
San Antonio, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Brave Warrior Advisors, LLC
State Registrations2 states
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