William Reeser is a registered investment advisor at Reeser Advisory Services INC., based in Germantown, TN, with 21 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 18 clients with $27M 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 $500K | 0.60% |
| $500K - $1.0M | 0.40% |
| $1.0M - $2.0M | 0.20% |
| $2.0M - $5.0M | 0.10% |
| $5M+ | 0.05% |
All accounts for members of the client’s family or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
Germantown, TN
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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 is the Chief Executive Officer of UFICO, a 501(c)3 charitable organization, dedicating more than full-time hours to endowment administration. He also serves as an independent director for FSI Low Beta Absolute Return Fund, spending minimal time on this role.
Employment History
Current Registrations
Reeser Advisory Services INC.
State Registrations1 state
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