William Anderson is a CFA-designated registered investment advisor at Eastgate Capital Advisors LLC, based in Winnetka, IL, with 9 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 89 clients with $260M 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 | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.40% |
| $20M+ | 0.35% |
Fees may be negotiated on the basis of the overall family relationship, complexity of services, number of accounts, and the specific needs of the family.
Fee Estimator
Location
560 Green Bay Road, Suite 200, Winnetka, IL, 60093
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William oversees the investment portfolio for the Lake Shore Unitarian Society since 2008. He also runs a home repair business, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Eastgate Capital Advisors LLC
Previous Registrations
Lasalle Financial Services, INC.
State Registrations1 state
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