William Katzelis
William Katzelis is a registered investment advisor at Vision Investment Advisors, LLC, based in Fallbrook, CA, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 129 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vision Investment Advisors' (VIA) fees are based on a percentage of the assets they manage. The exact fee is negotiated with each client and may vary based on factors such as the amount invested, accounts with affiliated firms, and additional accounts with VIA. The fee will not exceed 3% annually, paid quarterly. VIA also offers Stock Put Writing and Stock Put Credit-Spread Option Programs with different fee structures, including performance-based fees for qualified clients. Processing charges of $0.25 per transaction apply to all accounts. Fees for accounts managed through the Pontera Order Management System are blended and calculated based on the daily average account value.
Location
Fallbrook, CA
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Regulatory History (1)
Regulatory
July 2019Other Business Activities
William is an associated person with Powercore Management LLC since 2021 and a Branch Manager with High Ridge Futures LLC since 2017. He spends about 10-20% of his time as a branch manager.
Employment History
Current Registrations
Vision Investment Advisors, LLC
Previous Registrations
Divergent Capital Asset Management LLC
Clarity Capital Partners
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.