William Cavalier is a registered investment advisor at Trustage Investment Management, based in Madison, WI, with 7 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 363 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TruStage Investment Management's fees for unaffiliated clients are negotiable, ranging from 0.10% to 1.00% annually of the market value of the assets managed. The specific fee depends on the nature of the engagement, account size, asset composition, and the complexity of the client's preferences and objectives. Fees are generally billed monthly or quarterly in arrears and are typically non-refundable.
Location
5910 Mineral Point Rd, Madison, WI, 53705
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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 works as a funeral assistant, grief counselor, and pre-need planner at LaFayette Funeral Home since December 2018. This work takes a few hours per week, primarily on weekends, and is not investment-related.
Employment History
Current Registrations
Trustage Investment Management
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Previous Registrations
CUNA Brokerage Services, INC.
Hco Private Wealth
CUNA Brokerage Services, INC.Broker
State Registrations4 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.