WG
WG
William Gunderson
24 Years of Experience
Mount Pleasant, SC
7 Disclosures
William Gunderson is a registered investment advisor at Gunderson Capital Management, based in Mount Pleasant, SC, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 696 clients with $400M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
696 clients
Average Client Portfolio
$569K average
Assets Under Management
$395.8M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2072 Willbrook Lane, Mount Pleasant, SC, 29466
Get directionsHistory
Regulatory History (7)
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Customer Dispute
October 2015Settled
Regulatory
February 2014Final
Customer Dispute
March 2004Award / Judgment
Customer Dispute
October 2003Award / Judgment
Customer Dispute
July 2002Settled
Customer Dispute
December 2001Award / Judgment
Customer Dispute
January 2000Settled
Employment History
Current Registrations
Gunderson Capital Management
December 2021 - Present · 4 yrs 4 mos
Previous Registrations
Southport Capital
May 2021 - May 2022 · 1 yr
Gunderson Capital Management
February 2014 - August 2021 · 7 yrs 6 mos
Torrey Pines Securities, INC.
April 1999 - June 2006 · 7 yrs 2 mos
Torrey Pines Securities, INC.Broker
August 1994 - June 2006 · 11 yrs 10 mos
Presidential Brokerage, INC.Broker
February 1994 - August 1994 · 6 mos
State Registrations2 states
SCTX
Advisor
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.
Exams
No exam information available for this advisor.