William Heyer is a registered investment advisor at Boise River Financial Planning, based in Boise, ID, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 4 clients with $5.8M 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 | 0.50% |
| $1M+ | 0.40% |
Investment management fees include an annualized fixed fee component ranging from $1,000 to $3,000 ($250 to $750 per quarter) in addition to the asset-based percentage fee. Fees are negotiable.
Fee Estimator
Contact
William Heyer
Location
Boise, ID
Get directionsHistory
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 an elected director for the New York Irrigation District, which delivers irrigation water. He dedicates minimal time per week to serving as a voting member on the board of directors, overseeing billing, budgeting, expenses, and user rates.
Employment History
Current Registrations
Boise River Financial Planning
Previous Registrations
Table Rock Financial Planning
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
More Advisors
- Alex Hansen, CFPArrien Investments, INC.
- Joshua Hoisington, CFPLPL Financial LLC
- Kathryn Supko, ChFCLPL Financial LLC
- Mark Howard, CFPMercer Global Advisors INC.
- Russell Norwood, CFPVenturi Private Wealth
- Kellen Schmitz, CFAThe Caprock Group, LLC