William Soltow
William Soltow is a registered investment advisor at Smith & Wyatt, based in College Station, TX, with 12 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. Their firm serves 724 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Smith & Wyatt offers portfolio management services where they manage your investments for you. The annual fee ranges from 0.25% to 1.5% of your portfolio's value, depending on the size of your account and the custodian used. This fee is calculated each quarter based on your portfolio balance at the end of the billing period. There may be a $600 initial account setup fee, which may be waived. Fees are negotiable.
Location
2405 Texas Ave, Suite 306, College Station, TX, 77840
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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 is the founder of Frontier Wealth Management, where he is involved in insurance sales, dedicating full-time hours to this role. He is also an independent insurance agent for various independent insurance agencies through Goosehead Insurance.
Employment History
Current Registrations
Smith & Wyatt
Previous Registrations
Corecap Investments, INC.Broker
Corecap Advisors
Corecap Investments, INC.Broker
Cambridge Investment Research, INC.Broker
C C F Investments, INC.Broker
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.