William Bredenberg
William Bredenberg is a registered investment advisor at Trubee Wealth Advisors, INC., based in Buffalo, NY, with 53 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 686 clients with $720M 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 | 2.00% |
| $1M+ | 1.50% |
Fees may vary depending on the extent, nature and complexity of the advice requested; fees may be subject to negotiation.
Fee Estimator
Location
600 Airborne Pkwy Suite #120, Fax # 716-849-0144, Buffalo, NY, 14225
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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 →Other Business Activities
William is the Program Director of Lounsbury Adaptive Org, an organization that helps students with disabilities enjoy skiing. This activity is not investment-related.
Employment History
Current Registrations
Trubee Wealth Advisors, INC.
Trubee Wealth Advisors, INC.Broker
Previous Registrations
Advest, INC.Broker
Burgess & Leith IncorporatedBroker
L. F. Rothschild, Unterberg, TowbinBroker
Kidder, Peabody & CO. IncorporatedBroker
Kidder, Peabody & CO., IncorporatedBroker
Hugh Johnson & Company INC.Broker
Shields & Company IncorporatedBroker
State Registrations10 states
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