William Skiles
William Skiles is a CFP-designated registered investment advisor at Capital Investment Advisors, LLC, based in Greenwood Village, CO, 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, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 4,698 clients with $6.3B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable in limited instances.
Fee Estimator
Location
8101 E. Prentice Avenue, Suite 1000, Greenwood Village, CO, 80111
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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 →Employment History
Current Registrations
Capital Investment Advisors, LLC
Previous Registrations
Empower Financial Services, INC.Broker
Empower Advisory Group, LLC
Personal Capital Advisors Corporation
State Registrations2 states
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