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William Byk

1 Year of Experience
Austin, TX

William Byk is a registered investment advisor at Stableford Capital Partners, based in Austin, TX, 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 Investment Management. Their firm serves 4 clients with $23M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$22.8M

Fee Structure

Investment management only (planning not offered)

Stableford Capital Partners charges an annual management fee based on the value of your portfolio, ranging from 0% to 1% per year. The specific fee depends on the investment strategy's complexity and the size of your account or overall relationship. These fees may be negotiable.

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Location

3800 N. Lamar Suite #200, Austin, TX, 78756

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Stableford Capital Partners
August 2024 - Present · 1 yr 9 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.