William Kreicker
William Kreicker is a CFA-designated registered investment advisor at Chadds Ford Wealth Partners, LLC, based in Chadds Ford, PA, with 9 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 63 clients with $1.2B 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 $5.0M | 0.75% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $20.0M | 0.20% |
| $20M+ | 0.20% |
Fee is negotiable above $20,000,000. There is a 20% discount to the fee schedule for not-for-profit clients. If the firm manages a portfolio of less than $1,000,000, the fee will be 1.00% and subject to the $5,000 minimum.
Fee Estimator
Location
225 Wilmington West Chester Pike, Suite 200, Chadds Ford, PA, 19317
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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
Chadds Ford Wealth Partners, LLC
Previous Registrations
Wilmington Trust Investment Management
State Registrations1 state
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