William Mertes is a CFA-designated registered investment advisor at American Financial Advisors INC, based in Winter Park, FL, with 29 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 799 clients with $1.3B 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 $1.0M | 1.08% |
| $1.0M - $2.0M | 0.88% |
| $2.0M - $5.0M | 0.73% |
| $5M+ | 0.58% |
Fees are negotiable and may be lower than the standard fee schedule.
Fee Estimator
Location
1031 W Morse Blvd., Ste. 110, Winter Park, FL, 32789
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 Activities
William works as an Investment Advisor Representative (IAR) and CIO for American Financial Advisors, Inc. since 1995, dedicating full-time hours to account management, trading, billing, and reporting for investment advisory accounts.
Employment History
Current Registrations
American Financial Advisors INC
Previous Registrations
Foothill Securities, INC.
Foothill Securities, INC.Broker
Ing Financial Partners, 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.