William Reynolds is a CFA-designated registered investment advisor at Fire Capital Management, LLC, based in San Francisco, CA, with 3 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 49 clients with $500M 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+ | 0.60% |
Total assets under management are aggregated at the relationship level for billing purposes. For Separately Managed Accounts (SMAs) managed by third-party managers, a distinct advisory fee schedule may apply—typically at a lower rate than our standard investment management fee. For Donor-Advised Fund (DAF) accounts where we do not provide investment management services, only an administrative fee may be applied.
Fee Estimator
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fire Capital Management, LLC
State Registrations2 states
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