William Bone is a registered investment advisor at Oasis Advisors, based in Athens, 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 Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,867 clients with $240M 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 | 1.35% |
| $500K - $1.5M | 1.20% |
| $1.5M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees are customizable once an account reaches $10,000,000.
Fee Estimator
Location
600 E Corsicana, Athens, TX, 75751
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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 ActivitiesSells Insurance
William is involved in insurance sales at the same address as his advisory business. This activity takes about 10% of his time.
Employment History
Current Registrations
Oasis Advisors
Previous Registrations
Terra Wealth
Primerica Advisors
PFS Investments INC.Broker
State Registrations1 state
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.