William Mills
William Mills is a registered investment advisor at UBS Financial Services INC., based in Madison, WI, with 15 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
8020 Excelsior Drive, Suite 400, Madison, WI, 53717
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2016Other Business Activities
William is a member of the board of directors for Bradley-Sigma Phi Preservation Fund, Inc., a foundation focused on real estate and preservation of a fraternity house. This activity is advisory in nature.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 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.
Exams
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