Areas of Practice
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% |
Fees are negotiable. The firm also charges a fixed investment management fee of $1,000-$3,000 annually, paid quarterly.
Fee Estimator
Contact
William Heyer
Location
Boise, ID
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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 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