William Fenili is a registered investment advisor at Avaii Wealth Management, LLC, based in Appleton, WI, with 35 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 809 clients with $440M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
Fees may be negotiable. Clients may select a fixed fee option ranging from $5,000 to $30,000 annually. The total blended fee, including Avaii's fee and any independent manager's fee, will not exceed 1.55% annually.
Fee Estimator
Location
2101 N Casaloma Dr, Appleton, WI, 54913
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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 →Employment History
Current Registrations
Avaii Wealth Management, LLC
Previous Registrations
Private Client Services, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities Corporation
Banc One Securities CorporationBroker
First Chicago Nbd Investment Services, INC.Broker
Gary-Wheaton Investment Services, INC.Broker
Dean Witter Reynolds INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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.