William Blake is a registered investment advisor at Pmg Family Office, LLC, based in Plano, TX, with 15 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 77 clients with $140M 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 | 1.25% |
Maximum annual fee charged for Comprehensive Portfolio Management will not exceed 1.25%. Fees are negotiable.
Fee Estimator
Location
5700 West Plano Pkwy, Suite 2600, Plano, TX, 75093
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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 co-owns a rental home on Eagle Creek Drive in Sarasota, FL since 2002. He spends minimal time reviewing rent collection, as management is provided by the other owner.
Employment History
Current Registrations
Pmg Family Office, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
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.