WF
WF
William Frayser is a registered investment advisor at Oria Capital, LLC, based in Middleburg, VA, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
111 East Washington Street, Suite 102, Middleburg, VA, 20117
Get directionsHistory
Regulatory History (2)
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Civil Bond
August 1990Criminal
January 1971Final Disposition
Employment History
Current Registrations
Oria Capital, LLC
August 2003 - Present · 22 yrs 9 mos
State Registrations1 state
FL
Advisor
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
No exam information available for this advisor.