William Li is a registered investment advisor at Morling Financial Advisors, LLC, based in Fremont, CA, with 4 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 344 clients with $760M 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 $1000K | 1.15% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.55% |
Minimum annual investment management fee of $15,000.
Fee Estimator
Location
39355 California Street, Suite 201A, Fremont, CA, 94538-1447
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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 is a limited partner at Cornerstone 3-18 LP and a partner at First Cornerstone Realty, LLC, both involving rental real estate since 2018. He spends minimal time preparing paperwork and taxes for these ventures.
Employment History
Current Registrations
Morling Financial Advisors, LLC
State Registrations1 state
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