William Pictor
William Pictor is a registered investment advisor at Trubee Wealth Advisors, INC., based in Buffalo, NY, with 47 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, Retirement Planning. Their firm serves 686 clients with $720M 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 $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may vary depending on the extent, nature and complexity of the advice requested; fees may be subject to negotiation.
Fee Estimator
Location
600 Airborne Pkwy Suite #120, Fax # 716-849-0144, Buffalo, NY, 14225
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2001Other Business Activities
William is involved with Roycrofters At Large Association, Inc, a not-for-profit organization focused on preserving the history and philosophy of Roycroft. He participates in special events for the organization.
Employment History
Current Registrations
Trubee Wealth Advisors, INC.
Trubee Wealth Advisors, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations32 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.