William Beeler is a registered investment advisor at Newedge Advisors, based in Seal Beach, CA, with 28 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, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
12501 Seal Beach Blvd., Suite 280, Seal Beach, CA, 90740
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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.
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William is an Investment Advisor Representative with NewEdge Advisors, LLC, doing business as Pacific Pointe Advisors since February 2024. Regal Wealth Group RIA, which will be renamed, will remain open for tax and liability reasons but will not provide financial services.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Regal Wealth Group INC.
Regal Advisory Services, INC.
State Registrations1 state
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