William Stordahl
William Stordahl is a CFP-designated registered investment advisor at Stordahl Capital Management, INC., based in Greenwood Village, CO, with 33 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, High Net Worth, Investment Management, and 2 more. Their firm serves 331 clients with $680M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
To qualify for the tiered fee breakpoints, clients must maintain at least $1,000,000 in assets under management. Households under $1,000,000 will be subject to a flat fee of 1.50%. Fees are negotiable above $5,000,000.
Fee Estimator
Location
8400 East Crescent Parkway, Suite 420, Greenwood Village, CO, 80111
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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
Stordahl Capital Management, INC.
Previous Registrations
Stordahl Capital Management, INC.
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
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.