William Thatcher
William Thatcher is a registered investment advisor at Thatcher Wealth Management, based in Grand Rapids, MI, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.40% |
Fees are generally negotiable. Related household accounts are aggregated for tier calculation.
Fee Estimator
Location
4843 Cascade Rd Se, Suite 400, Grand Rapids, MI, 49546
Get directionsHistory
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 ActivitiesSells Insurance
William is the President of Thatcher Wealth Management, LLC, where he focuses on insurance sales and services, dedicating full-time hours to this role. He also works as a local educator for the American Financial Education Alliance, a non-profit, spending minimal time teaching local lectures on retirement topics.
Employment History
Current Registrations
Thatcher Wealth Management
Previous Registrations
Ae Wealth Management, 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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