William Pierrepont
William Pierrepont is a registered investment advisor at First Foundation Advisors, based in Los Angeles, CA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,377 clients with $5.4B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable at Registrant's discretion. The firm also has separate fee schedules for Fixed Income Accounts and Fixed Income Short Duration Accounts.
Fee Estimator
Location
10850 Wilshire Boulevard, Suite 100, Los Angeles, CA, 90024
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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 registered representative with Transamerica as an insurance broker, focusing on life and health insurance needs, dedicating a few hours per week. He also works as a business development associate for King and Country LLC, a video production company, spending a few hours per week on sales research and campaign analytics.
Employment History
Current Registrations
First Foundation Advisors
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.