William Eden is a registered investment advisor at Vertis Wealth, LLC, based in Fort Smith, AR, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 682 clients with $120M 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 $2.0M | 0.95% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fee Estimator
Location
8901 Jenny Lind Rd, Ste 9a, Fort Smith, AR, 72905
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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 ActivitiesSells Insurance
William is an agent and president at Eden Financial Group, Inc. since 1983, focusing on insurance sales and services. This takes about half of his time.
Employment History
Current Registrations
Vertis Wealth, LLC
Previous Registrations
Trifound Advisory LLC
Ae Wealth Management, LLC
Brookstone Capital Management LLC
Global Financial Private Capital, LLC
Ridgeway Conger Advisory Services
First Independent Advisory Services, INC.
Horter Investment Management, LLC
Eden & Associates, INC.
State Registrations1 state
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.