WR
WR
William Rutherford
24 Years of Experience
Sun Valley, ID
2 Disclosures
William Rutherford is a registered investment advisor at Rutherford Investment Management, based in Sun Valley, ID, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 65 clients with $250M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
65 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$250.0M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.25% |
| $25.0M - $50.0M | 1.00% |
| $50M+ | 0.75% |
Fees may be negotiable in certain limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Sun Valley, ID
Get directionsHistory
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
July 2004Dismissed
Customer Dispute
July 2003Award / Judgment
Employment History
Current Registrations
Rutherford Investment Management
April 2013 - Present · 13 yrs
Previous Registrations
Rutherford Investment Management, LLC
August 2012 - September 2013 · 1 yr 1 mo
Rutherford Investment Management LLC
July 2003 - August 2012 · 9 yrs 1 mo
Rutherford Investment Management LLC
September 2000 - March 2002 · 1 yr 6 mos
State Registrations2 states
CAOR
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.