William Campbell
William Campbell is a CFP-designated registered investment advisor at Foguth Wealth Management, LLC., based in Grand Rapids, MI, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,690 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range between 0.50% and 2.00% depending on portfolio composition and services selected, and are negotiable based on account size and complexity.
Fee Estimator
Location
4450 Cascade S.E., Grand Rapids, MI, 49546
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 →Employment History
Current Registrations
Foguth Wealth Management, LLC.
Previous Registrations
Atfs Advisers
Sharkey Howes & Javer INC
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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
More Advisors
- James TietemaFoguth Wealth Management, LLC.
- Raymond Llewellyn, CFA, CFPCerity Partners LLC
- Angela Brooks, CFPFamily Capital Management
- Mark Pearson, CFPNorthwestern Mutual Investment Services,llc
- Nathan Luke, CFPMercer Global Advisors INC.
- Aaron Louisell, CFPRaymond James & Associates, INC.