William Gottfried
William Gottfried is a registered investment advisor at Goldstone Financial Group, LLC, based in Oakbrook Terrace, IL, with 4 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, Retirement Planning. Their firm serves 1,675 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 (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.65% |
Rates shown are for Charles Schwab transaction-based accounts. Charles Schwab wrap-based accounts range from 0.95% to 1.50%. Fidelity accounts range from 0.75% to 1.30% including sub-adviser fees. Fees are negotiable.
Fee Estimator
Location
18W140 Butterfield Road, 16th Floor, Oakbrook Terrace, IL, 60181
Get directionsHistory
Regulatory History (5)
Financial
July 2024Financial
April 2024Financial
December 2023Financial
October 2023Financial
September 2023Employment History
Current Registrations
Goldstone Financial Group, LLC
Previous Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.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
- Jessica Debold, CFPGoldstone Financial Group, LLC
- Matthew Rice, CFAGoldstone Financial Group, LLC
- Jeremy Lam, CFPGoldstone Financial Group, LLC
- Joshua Beachler, CFPGoldstone Financial Group, LLC
- Michael Smith, CFPMariner
- Herman Tkach, CFPSoltis Investment Advisors, LLC