William Taber is a registered investment advisor at Taber Asset Management L.L.C., based in Des Moines, IA, with 27 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, Investment Management, Retirement Planning. Their firm serves 102 clients with $110M 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 $500K | 1.25% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.48% |
| $25.0M - $50.0M | 0.46% |
| $50.0M - $75.0M | 0.44% |
| $75.0M - $100.0M | 0.42% |
| $100M+ | 0.40% |
Advisory fees are negotiable. Certain clients with pre-existing relationships may initially be charged fees which are less than those set out above.
Fee Estimator
Location
Des Moines, IA
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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 Activities
William is a member of Taber Virtual Global Investment Network LLC, a general consulting business that is currently inactive. He spends no time on this activity.
Employment History
Current Registrations
Taber Asset Management L.L.C.
Previous Registrations
Nations Financial Group, INC.
State Registrations6 states
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