William Davis is a CFP-designated registered investment advisor at Vericrest Private Wealth, LLC, based in Newtown, PA, with 12 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 101 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $7.0M | 1.00% |
| $7M+ | 0.85% |
A minimum of $1,000,000 of assets is necessary to establish a relationship with Vericrest. Exceptions can be made in the discretion of Vericrest. An exception may result in a higher annual fee.
Fee Estimator
Location
41 University Drive, Suite 400, Newtown, PA, 18940
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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 Activities
William is an executive board member of the Lower Bucks County Chamber of Commerce, a performing musician, and a board member for a nonprofit. He also works as an adjunct instructor teaching financial planning, dedicating minimal time to each activity.
Employment History
Current Registrations
Vericrest Private Wealth, LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Prism Advisory Group, LLC
Apex Financial Advisors, INC
Janney Montgomery Scott 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.