William Garver
William Garver is a registered investment advisor at Leibman Financial Servces, INC., based in Louisville, NE, with 3 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 270 clients with $170M 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 | 1.10% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $8.0M | 0.90% |
| $8M+ | 0.80% |
Clients receive a longevity discount of 0.05% reduction in the fee at the end of 5 years, 15 years, and 30 years of consecutive client tenure.
Fee Estimator
Location
228 Main Street, Louisville, NE, 68037
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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 operates under the DBA 228main.com for his LPL business since 2018. He also provides investment advisory services through Leibman Financial Services as an IAR, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Leibman Financial Servces, INC.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations1 state
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