William Sands
William Sands is a registered investment advisor at Del Val Retirement and Investment Services INC, based in Doylestown, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable.
Fee Estimator
Location
2525 Holicong Road, Doylestown, PA, 18902
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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 a board member of the Plumstead Historical Society since 2011 and involved with the Willow Charitable Fund since 1985. He also works in home construction project management (nearly full-time) and is president of Del Val Bank Services, Inc., dedicating minimal time to it.
Employment History
Current Registrations
Del Val Retirement and Investment Services INC
Previous Registrations
Winthrop Partners - Epa, LLC
PNC InvestmentsBroker
PNC Investments
Santander Securities
Santander Securities LLCBroker
Waddell & Reed
Waddell & Reed, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, 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.