William Ansell
William Ansell is a registered investment advisor at Tremont Street Advisors, LLC, based in League City, TX, 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, Retirement Planning. Their firm serves 87 clients with $69M 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 $3.0M | 2.00% |
| $3M+ | 1.00% |
Annual fee may be negotiable. When utilizing the programs offered through SIMC, the fees charged by Tremont Street Advisors are in addition to the fees charged by SIMC, which typically range from 0.10% - 1.25% of the portfolio’s average daily net assets.
Fee Estimator
Location
4440 W Main Street, League City, TX, 77573
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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 ActivitiesSells Insurance
William owns rental property, is a member of WC and LW Ansell Management LLC and William C, and Libbie W. Ansell Family Limited Partnership, and sole member of William C. Ansell, CPA, PLLC (dormant). He is also a CPA at Ham, Langston & Brezina LLP, an insurance agent at Tremont Street Insurance Services, LLC, and a board member at American National Insurance Company, Abe and Peggy Levy Foundation, and Ed and Sally Futch Foundation, and a member of Tremont Street Financial Group, LLC.
Employment History
Current Registrations
Tremont Street Advisors, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
1st Global Advisors INC
State Registrations1 state
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