| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Subject to a $300 minimum quarterly fee (not to exceed 3% of a client’s assets under management)
13537 Barrett Parkway Drive, Suite 300, Manchester, MO, 63021
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Learn about disclosures →William is a registered representative transitioning from Westport Advisory Group, LLC to Royal Route Advisory Group, LLC, offering securities through Moloney Securities Co., Inc. He also sells insurance products and is involved in several investment-related entities, including serving as a committee member and officer for fraternity-related organizations and owning several LLCs for outside investments.