William Hensley
William Hensley is a registered investment advisor at Duncan Williams Asset Management, LLC, based in Memphis, TN, with 17 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,962 clients with $2.2B 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 | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.25% |
| $25M+ | 1.25% |
Fees negotiable for accounts over $10,000,000. The Institutional Cash Management Program accounts are charged a fee of 0.15% (15 bps) or 0.20% (20 bps), depending on account size.
Fee Estimator
Location
5350 Poplar Avenue, Suite 600, Memphis, TN, 38119
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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 the principal of Pinpoint Financial, LLC, administering qualified retirement plans, dedicating about half his time. He is also a member of St. Luke's United Methodist Church Endowment Fund Committee and a board member for Thrive Memphis, dedicating minimal time to each.
Employment History
Current Registrations
Duncan Williams Asset Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Woodbury Financial Services, INC.Broker
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.