William Mitton
William Mitton is a registered investment advisor at Universal Wealth Management LLC, based in Sun City, AZ, with 25 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. Their firm serves 145 clients with $28M 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 $10.0M | 1.25% |
| $10M+ | 0.80% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
13211 N 103rd Ave, Ste. 4, Sun City, AZ, 85351
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
William is the 100% owner of WCM WILLIAM CHAD MITTON FINANCIAL, though it is a pass-through for Triton Wealth Management and he spends no time on it. He also works as an advisor for Triton Wealth Management, dedicating nearly full-time hours to advising and managing client accounts.
Employment History
Current Registrations
Universal Wealth Management LLC
Triton Wealth Management, PLLC
Previous Registrations
Leigh Baldwin & CO., LLCBroker
Kingsview Asset Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward JonesBroker
State Registrations4 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.