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WW
CFA · CFP
WW
CFA · CFP

William Winkeler

Confluence Financial Partners
13 Years of Experience
Mcmurray, PA
Sells Insurance
View SEC Summary
View SEC Summary

William Winkeler is a CFA, CFP-designated registered investment advisor at Confluence Financial Partners, based in Mcmurray, PA, with 13 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, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 5,228 clients with $7.8B in assets under management.

Confluence Financial Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
5,228 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$7.8B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Separately managed accounts charge up to 1.50% annually. Compass services charge 1.00% annually. Additional management fees apply for managed stock portfolios (0.25%), third-party managers (up to 0.70%), and sub-advisors (up to 0.85%). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

732 E Mcmurray Rd, Mcmurray, PA, 15317

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

William is a licensed insurance agent relating to insurance and/or annuity products and property and casualty insurance needs through Confluence Financial Partners.

Employment History
Current Registrations
Confluence Financial Partners
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Waldron Private Wealth
July 2015 - February 2022 · 6 yrs 7 mos
RBC Capital Markets, LLC
November 2013 - March 2015 · 1 yr 4 mos
UBS Financial Services INC.
August 2012 - November 2013 · 1 yr 3 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.
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