William Marcham is a registered investment advisor at Astute Financial, LLC, based in Rapid City, SD. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 28 clients with $31M 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 $1.5M | 1.00% |
| $1.5M+ | 0.50% |
Fees are negotiable. Firm also offers a negotiated quarterly flat-fee that depends on the individual needs and situation of the client. The quarterly flat-fee will not exceed 2% of AUM, based on the account value as of the last day of the previous quarter.
Fee Estimator
Location
429 Quincy Street, Rapid City, SD, 57701
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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 →Employment History
Current Registrations
Astute Financial, LLC
Kfg, LLC
State Registrations2 states
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.