William Kussin is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 14 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203
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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.
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William engages in business-to-business marketing and solicitation activities for Touchstone Securities, focusing on Separately Managed Accounts and Model Portfolio Delivery options. This work takes a few hours per week and is compensated via an override as a percentage of the management fee.
Employment History
Current Registrations
Touchstone Securities, LLCBroker
Touchstone Advisors INC
Touchstone Securities, LLC
Previous Registrations
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.Broker
State Registrations53 states
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