William Graves is a registered investment advisor at Outlook Wealth Advisors, LLC, based in The Woodlands, TX, with 23 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, Investment Management, and 2 more. Their firm serves 569 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OWA's annual investment advisory fee is negotiable and does not exceed 1.5% of the assets they manage. The fee is calculated based on the market value of your investments at the end of the previous quarter and billed quarterly in advance. Fees may be negotiable.
Location
224 Ed English Dr., Suite A, The Woodlands, TX, 77385
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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 ActivitiesSells Insurance
William provides benefit packages for businesses as an independent contractor and is an independent insurance agent for Outlook Wealth Insurance Services, selling life, long-term care, disability, and fixed annuities. He also works as a data gatherer for The Wilson Legal Group, collecting and organizing documents for a tax attorney.
Employment History
Current Registrations
Outlook Wealth Advisors, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Eqis Capital Management
Eqis Securities, LLCBroker
Gagni Asset Management LLC
Transamerica Capital, INC.Broker
Riversource Distributors, INC.Broker
Bbva Compass Investment Solutions, INCBroker
Planco Financial Services, LLCBroker
Ing Funds Distributor, INC.Broker
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.