William Waggoner is a registered investment advisor at Stoney Creek Advisors LLC, based in Rochester Hills, MI, with 32 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 169 clients with $48M 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 $500K | 1.75% |
| $500K - $1000K | 1.60% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees are negotiable. Retirement plan management fees are different: 1.25% on the first $499,999, 1.10% from $500,000 to $999,999, and 1.00% above $1,000,000.
Fee Estimator
Location
445 S. Livernois Rd., Suite 105, Rochester Hills, MI, 48307
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
William is an owner/partner of Stoney Creek Partners, LLC, a life and health insurance agency, since 2015. He dedicates minimal time to this activity.
Employment History
Current Registrations
Stoney Creek Advisors LLC
Previous Registrations
Executive Wealth Management, LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Bestvest Investments, LTD.Broker
Bentley-Lawrence Securities, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations1 state
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.