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William Revoir

Foundations Investment Advisors LLC
15 Years of Experience
Bingham Farms, MI
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

William Revoir is a registered investment advisor at Foundations Investment Advisors LLC, based in Bingham Farms, MI, with 15 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B in assets under management.

Foundations Investment Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
299 advisors
Number of Clients
29,663 clients
Average Client Portfolio
$340K average
Assets Under Management
$10.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.

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

Location

30700 Telegraph Rd, Suite 1475, Bingham Farms, MI, 48025

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2026
Settled
Customer Dispute
February 2026
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William is an insurance agent selling life insurance and annuities through Quest Commonwealth, LLC, dedicating full-time hours to this activity. He also owns Quest Financial, LLC, spending a few hours per week on it.

Employment History
Current Registrations
Foundations Investment Advisors LLC
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Creativeone Wealth, LLC
March 2019 - August 2023 · 4 yrs 5 mos
Corecap Advisors
January 2018 - March 2019 · 1 yr 2 mos
Global Financial Private Capital, LLC
June 2015 - December 2017 · 2 yrs 6 mos
Corecap Advisors
August 2013 - June 2015 · 1 yr 10 mos
AXA Advisors, LLC
July 2011 - April 2013 · 1 yr 9 mos
Lincoln Financial Advisors Corporation
February 2011 - July 2011 · 5 mos
State Registrations2 states
MITX
Advisor

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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