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William George Wise

13 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningCharitable GivingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
18 advisors
Number of Clients
660 clients
Average Client Portfolio
$8.2M average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.85%
$10M+0.75%

Fees may vary based on strategy, fee negotiation, and changes in fee schedules over time.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

384 North Grand Street, Cobleskill, NY, 12043

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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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Employment History
Current Registrations
Fenimore Securities, INC.Broker
January 2023 - Present · 3 yrs 1 mo
Fenimore Asset Management, INC.
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Tandem Wealth Advisors
September 2020 - September 2021 · 1 yr
Beaumont Capital Management, LLC
January 2020 - August 2020 · 7 mos
Beaumont Financial Partners LLC
June 2015 - December 2019 · 4 yrs 6 mos
John Hancock Funds, LLCBroker
January 2011 - February 2015 · 4 yrs 1 mo
John Hancock Distributors LLCBroker
August 2010 - April 2011 · 8 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
William George Wise - Financial Advisor | TrueAdvisor