William Kopp is a registered investment advisor at Freedom Day Solutions, LLC, based in Houston, TX, with 31 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, Investment Management, Retirement Planning. Their firm serves 419 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Freedom Day Solutions charges an annual fee based on the value of your portfolio. This fee typically ranges from 0.50% to 2.50%, depending on the size and complexity of your investments and the services provided. The fee for managing digital assets is typically 1.00%. This fee is charged quarterly, in advance. The firm may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments. Clients may have a portion of their assets allocated to cash, and the advisory fee will apply to those cash holdings.
Location
8401 Westview Drive, Houston, TX, 77055
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Regulatory History (2)
Customer Dispute
July 2005Customer Dispute
January 2002Other Business Activities
William is a limited partner with less than a 25% interest in JLB Rockwood I, II, and III, a multi-family real estate business. He dedicates minimal time to this activity.
Employment History
Current Registrations
Freedom Day Solutions, LLC
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Federated Securities CORP.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.