William Byrum is a registered investment advisor at Tl Private Wealth, based in Celina, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 269 clients with $360M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
269 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$364.5M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable based on client needs and situation complexity. Financial planning is included in the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Celina, TX
Get directionsHistory
Regulatory History (1)
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Criminal
May 2007Final Disposition
Employment History
Current Registrations
Tl Private Wealth
October 2018 - Present · 8 yrs
Previous Registrations
TD Ameritrade Investment Management, LLC
January 2014 - October 2018 · 4 yrs 9 mos
TD Ameritrade, INC.
January 2014 - October 2018 · 4 yrs 9 mos
TD Ameritrade, INC.Broker
October 2013 - October 2018 · 5 yrs
State Registrations2 states
LATX
Advisor
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
No exam information available for this advisor.
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