William Frey
William Frey is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Tucson, AZ, with 45 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
2329 N Tucson Boulevard, Tucson, AZ, 85716
Get directionsHistory
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 an insurance agent selling fixed insurance products through Frey Financial. He also owns Frey Financial LLC, an operating company for securities, investment advisory, and insurance business, and is an executive producer and sole member of Medrosa Productions, LLC, a film production company, and rents real estate properties in Tucson, AZ.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
State Registrations12 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.
Exams
More Advisors
- Timothy Schannep, CFPCommonwealth Financial Network
- Daniel Cossette, CFPCambridge Financial Group, LLC
- Anthony Warren, CFPWells Fargo Advisors
- Bruce Ward, CFPMeridian Wealth Management, LLC
- James Miller, ChFCState Farm Investment Management CORP.
- Kim Ohler, CFPRaymond James & Associates, INC.