William Causey is a registered investment advisor at Ally Invest Advisors, based in Charlotte, NC, 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 79,943 clients with $1.4B 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 | 0.85% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.75% |
This fee schedule applies to the Personal Advice service. Market-Focused Robo Portfolios have a 0.30% annual fee. Cash-Enhanced Robo Portfolios and Invest Simply portfolios have no advisory fee. Guided Advice has a 0.50% annual fee.
Fee Estimator
Location
601 S. Tryon Street, Suite 100, Charlotte, NC, 28202
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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 works as a Contact Center Representative for Ally Bank, spending full-time hours supporting customers with account maintenance, money movements, and education on deposit products. He also works as a Specialist-Invest Premr Svcs for Ally Invest Advisors, providing account details and online navigation for wealth clients, with varying hours per month.
Employment History
Current Registrations
Ally Invest Advisors
Ally Invest Securities LLCBroker
Ally Invest Securities LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations52 states
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