William Drexler is a CFP, ChFC-designated registered investment advisor at Xypn Sapphire, based in Melbourne, FL, with 10 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, Socially Responsible Investing. Their firm serves 796 clients with $1.3B 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 $5.0M | 0.35% |
| $5.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees apply to clients of advisors who are current members of XY Planning Network. Members who terminate their network membership experience a 0.05% fee increase. Fees may be negotiable based on anticipated future asset growth and account composition.
Fee Estimator
Location
Melbourne, FL
Get directionsHistory
Regulatory History (1)
Criminal
September 2006Other Business Activities
William owns two single-family real estate properties and is a regular board member for Drexler. The board position requires minimal time and does not occur during trading hours.
Employment History
Current Registrations
Xypn Sapphire
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
MML Investors Services, LLCBroker
Horace Mann Investors, INC.Broker
State Registrations2 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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