William Lavelle
William Lavelle is a CFA-designated registered investment advisor at East West Wealth Advisors LLC, based in Beverly Hills, CA, 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 High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are negotiable. Accounts over $50,000,000 are subject to a $250,000 minimum annual fee.
Fee Estimator
Location
9378 Wilshire Blvd, Suite 100, Beverly Hills, CA, 90212
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 Activities
William provides banking services for East West Bank, including lending, gathering deposits, and responding to client requests. This activity is not investment-related.
Employment History
Current Registrations
East West Wealth Advisors LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
City National Rochdale
State Registrations1 state
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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