William Tison is a registered investment advisor at Questmont Virtual Family Office, LLC, based in Tampa, FL, 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 135 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Questmont offers investment management services for an annual fee based on the value of your portfolio. This fee ranges from 0.40% to 1.25% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated monthly, based on the market value of your investments on the last day of the month. Questmont may also charge a fixed fee for investment management services, which will be individually negotiated.
Location
4300 W. Cypress Street, Suite 350, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a sole proprietor/owner of Marine Marketing Services, LLC, a consulting firm, and a registered representative for Purshe Kaplan Sterling Investments. He also works as an investment adviser representative for both Kestra Advisory Services, LLC and Questmont Virtual Family Office, LLC, dedicating full-time hours to each of these RIA positions.
Employment History
Current Registrations
Questmont Virtual Family Office, LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Charles Schwab & CO., INC.Broker
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.