William Mclemore
William Mclemore is a registered investment advisor at St. Bernard Financial Services, INC., based in Little Rock, AR, with 10 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 841 clients with $130M 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Location
2228 Cottondale Lane Ste 250, Little Rock, AR, 72202
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 marketing director/point of sale specialist for First Heartland/CPS Insurance, an agent for Employers Insurance Consultants, LLC and Justus Landry Insurance Agency, and an IAR Client Financial Advisor for Wealth path/Pension mark. He also works as a Registered Rep. for St. Bernard Financial Services, selling variable life and annuities.
Employment History
Current Registrations
St. Bernard Financial Services, INC.Broker
St. Bernard Financial Services, INC.
World Investment Advisors, LLC
Previous Registrations
First Heartland Capital, INC.Broker
State Registrations1 state
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.