| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Wilmette, IL
Get directionsWilliam is involved in several business activities, including being a member of multiple LLCs, president and co-owner of Kingsbury Capital Investment Advisors, LLC (an RIA firm), owner of Millennium MSO, Inc., and a member of Overbrook Associates, LLC. He also works as a health insurance sales representative and generates leads for 1031/DST transactions, dedicating about 10-20% of his time to this.