William Paskel
William Paskel is a registered investment advisor at Omni Investment Solutions LLC, based in Mesa, AZ, with 2 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, High Net Worth, Investment Management, and 2 more. Their firm serves 3 clients with $1.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are for Strategic Portfolios. Tactical Portfolios are 1.80%, Allocation & Defined Outcome Portfolios are 1.70%, and Preservation Portfolios are 1.00%. These fees are shared with Gradient Investments. A $15 quarterly service fee also applies.
Fee Estimator
Location
4140 E Baseline Rd, Suite 101, Mesa, AZ, 85206
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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 an insurance agent with Guaranty Retirement Solutions LLC, though he does not intend to offer insurance products to clients. He is also the President/Founder of IT Solutions International and a Senior Manager at Allstate, dedicating about 10-20% of his time and a full-time commitment, respectively.
Employment History
Current Registrations
Omni Investment Solutions LLC
State Registrations1 state
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