William Will
William Will is a CFA-designated registered investment advisor at Advisornet Wealth Partners, based in Minnetonka, MN, with 7 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,712 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdvisorNet Wealth Partners' investment management fee is negotiable, not exceeding 2.50% annually, for both wrap and non-wrap fee arrangements. The wrap fee includes trade execution, custody, reporting, and investment management fees. The non-wrap fee does not include these additional costs. Fees may be lower or waived based on various criteria. Cash is considered an asset class and included in fee calculations.
Location
110 Cheshire Lane, Suite 200, Minnetonka, MN, 55305
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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 is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating a few hours per week. He also works as a financial advisor for McCabe and Associates and as an investment advisory representative for Advisornet Financial Inc, DBA Advisornet Wealth Partners, dedicating about a quarter of his time to each.
Employment History
Current Registrations
Advisornet Wealth Partners
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations15 states
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