William Blackston
William Blackston is a registered investment advisor at Pearl Wealth Group, based in Caledonia, MI, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 273 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable. PWG may direct clients to AE Wealth Management, with a total fee of 1.50% (1.05% to PWG and 0.45% to AE Wealth Management).
Fee Estimator
Location
Caledonia, MI
Get directionsHistory
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 ActivitiesSells Insurance
William is a licensed insurance agent in Florida and other states, offering life insurance, Medicare, annuities, and related services. He dedicates about 10-20% of his time to this venture and expects 30% yearly compensation.
Employment History
Current Registrations
Pearl Wealth Group
Previous Registrations
Sandy Morris Financial & Estate Planning Services, LLC
Blackston Financial Advisory Group, LLC
Royal Fund Management, LLC
State Registrations8 states
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.