William Cardwell
William Cardwell is a CFP-designated registered investment advisor at Gettings Busch Wealth Management, based in Kokomo, IN, with 17 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 884 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BCGM Wealth Management charges a fee based on a percentage of the value of your portfolio. The maximum fee is 1.15% per year, but the specific fee is negotiable and can vary based on the size of the account, complexity of the portfolio, and other factors. Fees are billed monthly based on the average daily balance of the account. BCGM may use third-party money managers, and in those cases, BCGM receives a portion of the overall advisory fee charged to clients.
Location
2705 S Berkley, Suite 1B, Kokomo, IN, 46901
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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 ActivitiesSells Insurance
William is an independent insurance agent selling life, health, and fixed annuities, dedicating about 10% of his time to this. He also owns 50% of Aurora Properties, LLC, receiving rental income and income from property sales, and is president of Aurora Financial Strategies, used for bookkeeping, both taking minimal time.
Employment History
Current Registrations
Gettings Busch Wealth Management
Previous Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
State Registrations2 states
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.