William Murray is a registered investment advisor at Firelands Wealth Management, LLC, based in Huron, OH, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 186 clients with $70M 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 | 1.50% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
352 Main Street, Huron, OH, 44839
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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 owns a catering business, Mesenburg Inc., since June 2021, dedicating minimal time to it. He is also a licensed attorney, spending a few hours per week providing legal services, and is affiliated with Firelands Federal Credit Union through common control and ownership.
Employment History
Current Registrations
Firelands Wealth Management, LLC
Previous Registrations
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations3 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.