William Vail is a registered investment advisor at Integrity Wealth Advisors, based in Granger, IN, with 6 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 158 clients with $56M 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 | 0.75% |
| $250K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
52511 Gumwood Rd, Granger, IN, 46530
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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 financial advisor at Integrity Wealth Advisors LLC, providing branch office administrative support and financial planning. He dedicates nearly full-time hours to these activities, which include processing new accounts, data input, financial planning analysis, client service, marketing, and prospecting.
Employment History
Current Registrations
Integrity Wealth Advisors
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations2 states
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.