William Chambers
William Chambers is a CFP, ChFC-designated registered investment advisor at Chambers Financial Group, LLC., based in Green Bay, WI, with 44 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 200 clients with $44M 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 $100K | 1.65% |
| $100K - $250K | 1.55% |
| $250K - $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees for mutual funds/variable annuities/private placements are capped at 1.10% for accounts up to $10,000,000. Chambers Financial has the discretion to negotiate lower fees or waive fees.
Fee Estimator
Location
2010 Velp Ave., Green Bay, WI, 54303
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2001Other Business ActivitiesSells Insurance
William is involved in several businesses, including Chambers Land Investment Enterprises Inc, Chambers Leasing Co, Inc, B & C Enterprises, Bay City Development LLC, CCL Properties LLC, WRC Properties LLC, and WMJR Family LLC. William also sells life insurance through Chambers Financial Group, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Chambers Financial Group, LLC.
Previous Registrations
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Ssn Advisory, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Secura Investments, INC.Broker
The Minnesota Mutual Life Insurance CompanyBroker
State Registrations1 state
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.