William Preisz is a registered investment advisor at Preisz Financial, based in Portland, OR, with 7 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 346 clients with $700M 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $750K | 1.25% |
| $750K - $1.3M | 1.00% |
| $1.3M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are generally negotiable. Schedules vary depending on the specific LPL program or third-party manager selected. Other programs include Model Wealth Portfolios (total fees 0.50% to 1.80%), Guided Wealth Portfolios (0.80% total), and Symmetry Partners (0.45% to 0.90%).
Fee Estimator
Location
4525 SW Condor Ave, Portland, OR, 97239
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 Activities
William is a registered investment advisor with Preisz Financial since 2019 and a shareholder since 2018. These activities are investment-related.
Employment History
Current Registrations
Preisz Financial
LPL Financial LLC
LPL Financial LLCBroker
State Registrations15 states
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
- Thomas Davenport, CFAPreisz Financial
- Geoffrey Laroche, CFPPreisz Financial
- Robert Beswick, CFP, ChFCPreisz Financial
- William Sample, CFPPreisz Financial
- Ryan Long, CFAAdvisory Solutions Group
- Philip Richman, CFPCiclo Wealth LLC