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William Nolan
7 Years of Experience
Trophy Club, TX
1 Disclosure
William Nolan is a registered investment advisor at Spar Wealth Management LLC, based in Trophy Club, TX, 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 6 clients with $2.2M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$366K average
Assets Under Management
$2.2M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Trophy Club, TX
Get directionsHistory
Regulatory History (1)
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Regulatory
June 2018Final
Employment History
Current Registrations
Spar Wealth Management LLC
August 2018 - Present · 7 yrs 9 mos
State Registrations2 states
NESD
Advisor
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
No exam information available for this advisor.