William Cecil is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Irvine, CA, with 48 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
100 Spectrum Center Dr, Irvine, CA, 92618
Get directionsWilliam is a co-trustee for a family living trust, dedicating minimal time to this role. He also owns property in Oklahoma where Newfield Exploration Company explores for oil and gas, receiving royalties.
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.