William Haas is a registered investment advisor at Haas Capital Management LLC, based in Fort Collins, CO, with 14 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $9.7M 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 | 1.00% |
Fee is negotiable to as low as 0.65%.
Fee Estimator
Location
1994 Kinnison Drive, Fort Collins, CO, 80526
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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 involved in two sole proprietorships: tree farming since 2000, dedicating about 10-20% of his time, and consulting since 2007, dedicating a few hours per week. Neither activity appears to be investment-related.
Employment History
Current Registrations
Haas Capital Management LLC
State Registrations2 states
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