William Coleman is a registered investment advisor at Garnett Advisors, LLC, based in Denton, TX, with 8 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 7 clients with $250M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees can be negotiable based upon certain circumstances.
Fee Estimator
Location
1121 Dallas Drive, Suite 1, Denton, TX, 76205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
William is a trustee for the Hugh Bancroft Jr. Trust, spending about half their time on it. He is also a manager at Wilborn Enterprises, Inc. and a consultant at Caprock Capital Advisors, dedicating about 10-20% of their time to the latter.
Employment History
Current Registrations
Garnett Advisors, LLC
State Registrations1 state
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