William Gay
William Gay is a registered investment advisor at Stockbridge Wealth Partners, based in Birmingham, AL, 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 Investment Management. Their firm serves 100 clients with $19M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Total combined Stockbridge Wealth Partners annual fee + any Sub-advisor annual fees will not exceed 2.00% of client assets under management.
Fee Estimator
Location
1 Metroplex Dr., Ste 120, Birmingham, AL, 35209
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 ActivitiesSells Insurance
William is an independent insurance broker, transacting life, disability, and long-term care insurance for businesses and individuals. He receives commissions from insurance companies based on insurance product transactions.
Employment History
Current Registrations
Stockbridge Wealth Partners
Previous Registrations
Atticus Asset Management, LLC
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.