William Ertel is a CFP, PFS-designated registered investment advisor at Tassel Capital Management, INC, based in Matthews, NC, 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 Charitable Giving, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 245 clients with $270M 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 $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.70% |
Fees may be negotiable for accounts over $3,000,000.
Fee Estimator
Contact
William Ertel
Location
1220 Mann Drive, Suite 100, Matthews, NC, 28105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
William is a 7% owner of Ertel Family Farms, Inc. and spends minimal time on it. He also owns HLE Properties, LLC, which rents an office condo to Tassel Capital, dedicating minimal time to administrative duties.
Employment History
Current Registrations
Tassel Capital Management, INC
Previous Registrations
Blue Ronald & CO LLC
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.
Exams
Additional Information
Visit tasselcapital.com for more information.