William Drees
William Drees is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Miamisburg, OH, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
10100 Innovation Dr, Miamisburg, OH, 45342
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the Vice President and Board Member of the Rotary Club of West Chester/Liberty, dedicating a few hours per week to the role. He is partially responsible for steering the club's direction on fundraisers, grant decisions, and overall outreach.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations35 states
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