William Alsup
William Alsup is a CFP-designated registered investment advisor at Guidance Capital, INC., based in Louisville, KY, with 3 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 759 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Guidance Capital's investment management fees range from 0.50% to 2.00% annually, based on factors like the scope and complexity of services, the amount of assets managed, and whether financial planning is included. The fee is calculated based on the market value of your portfolio at the end of the prior quarter and is paid quarterly in advance. Clients with over $1,000,000 managed by Guidance Capital may be offered free tax preparation and/or estate planning services by their affiliate tax preparation company.
Location
2020 High Wickham Place, Suite 200, Louisville, KY, 40245
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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 ActivitiesSells Insurance
William is a licensed insurance professional. This non-investment-related activity takes about 10-20% of his time.
Employment History
Current Registrations
Guidance Capital, INC.
State Registrations1 state
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