William Powell
William Powell is a registered investment advisor at Mariner Independent, based in Oakbrook Terrace, IL, with 16 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 4,307 clients with $7.3B 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 | 2.50% |
Advisory fees range up to 2.50% per annum depending on the services provided and other considerations. Fees are negotiable.
Fee Estimator
Location
1 Mid America Plaza, Suite 1030, Oakbrook Terrace, IL, 60181
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2025Employment History
Current Registrations
Mariner Independent
Previous Registrations
Mariner Independent
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
TD Ameritrade, INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Northwestern Mutual Investment Services, 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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