William Stinnett
William Stinnett is a registered investment advisor at Orion Portfolio Solutions, LLC, based in Omaha, NE, with 1 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 187,975 clients with $65B 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 $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.45% |
| $3.0M - $4.0M | 0.40% |
| $4.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Schedule reflects administration fees for the Wealth Advisory program on the Orion Portfolio Solutions platform. Other programs have separate fee schedules (e.g., Brinker Capital Wealth Advisory at a flat 0.65%, Core Guided Manager starting at 0.35%). An annual $75 fee applies to accounts or sleeves under $100,000. Fees are negotiable.
Fee Estimator
Location
17605 Wright St, Omaha, NE, 68130
Get directionsHistory
Regulatory History (1)
Criminal
December 2014Employment History
Current Registrations
Orion Portfolio Solutions, LLC
State Registrations1 state
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Exams
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