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ChFC

William Porter

Madison Avenue Securities, LLC
51 Years of Experience
Suwanee, GA
BrokerSells Insurance
View SEC Summary
View SEC Summary

William Porter is a ChFC-designated registered investment advisor at Madison Avenue Securities, LLC, based in Suwanee, GA, with 51 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B in assets under management.

Madison Avenue Securities, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
14,099 clients
Average Client Portfolio
$143K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4320 Suwanee Dam Road, Suite 2600, Suwanee, GA, 30024

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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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Other Business ActivitiesSells Insurance

William is the owner/representative of Navigator Financial Planning Service DBA Aileron Investment Advisors, Inc., where he focuses on insurance and annuity sales, dedicating about 10-20% of his time. He also produces and records podcasts, spending a few hours per week on this activity.

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
May 2025 - Present · 1 yr 5 mos
Madison Avenue Securities, LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Madison Avenue Securities, LLC
November 2017 - May 2025 · 7 yrs 6 mos
Madison Avenue Securities, LLCBroker
October 2017 - May 2025 · 7 yrs 7 mos
Dempsey Lord Smith, LLCBroker
January 2015 - October 2017 · 2 yrs 9 mos
Integrated Financial Planning ServicesBroker
February 2002 - October 2017 · 15 yrs 8 mos
Intervest International Equities CorporationBroker
March 2001 - February 2002 · 11 mos
Integrated Financial Planning ServicesBroker
May 1990 - June 2001 · 11 yrs 1 mo
Sunamerica Securities, INC.Broker
June 1989 - December 1989 · 6 mos
Southmark Financial Services, INC.Broker
January 1985 - June 1989 · 4 yrs 5 mos
Lowry Financial Services CorporationBroker
January 1982 - January 1985 · 3 yrs
Independent Financial Planners CorporationBroker
March 1977 - February 1983 · 5 yrs 11 mos
Pml Securities CompanyBroker
November 1974 - April 1977 · 2 yrs 5 mos
State Registrations2 states
GATX
AdvisorBrokerBoth

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.
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