William Carpenter is a registered investment advisor at Navigation Wealth Management, based in Fort Collins, CO, 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 Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 962 clients with $100M 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 $50K | 1.63% |
| $50K - $100K | 1.48% |
| $100K - $250K | 1.38% |
| $250K - $500K | 1.23% |
| $500K - $750K | 1.03% |
| $750K - $1.0M | 0.93% |
| $1.0M - $5.0M | 0.68% |
| $5M+ | 0.66% |
Fees are negotiable. For held-away accounts managed via a third-party platform, an additional 0.25% platform fee applies.
Fee Estimator
Location
2038 Caribou Drive, Suite 100, Fort Collins, CO, 80525
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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 the Owner/Managing Member of William L Carpenter Law, LLC, a law firm. He spends about half of his time on this activity.
Employment History
Current Registrations
Navigation Wealth Management
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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