William West is a CFP-designated registered investment advisor at Rai Wealth, based in Naperville, IL, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 414 clients with $410M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The annual fee may require a Model Administration fee of 0.10%, resulting in an initial total fee of up to 1.35%.
Fee Estimator
Location
1700 Park Street, Suite 106, Naperville, IL, 60563
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 works full-time as a Registered Investment Advisor (RIA) with RAI Wealth. He also works a few hours per week as a life insurance agent and is involved with the Wheaton Academy Alumni Board, dedicating minimal time to it.
Employment History
Current Registrations
Rai Wealth
Private Client Services, LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations14 states
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