William Li is a registered investment advisor at Morling Financial Advisors, LLC, based in Fremont, CA, with 5 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 349 clients with $1B 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 $1.0M | 1.15% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.55% |
Fees are negotiable on a client-by-client basis. Minimum annual investment management fee is $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
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
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