William Karsten is a registered investment advisor at Planpilot, based in Ocala, FL, 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 Investment Management, Retirement Planning. Their firm serves 172 clients with $5.6B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Retirement plan consulting and administration services — Fixed annual fees typically ranging from $6,500 to $100,000 depending on the size and complexity of the plan
- Outsourced chief investment officer search services — Fixed project fees typically ranging from $10,000 to $60,000 depending on the size and complexity of the endowment or foundation
- Hourly consulting — $100 to $400 per hour for specific short-term or long-term projects
Location
Ocala, FL
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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 →Employment History
Current Registrations
Planpilot
Previous Registrations
Bsc Private Wealth Management, LLC
State Registrations6 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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