William Stevens
William Stevens is a ChFC-designated registered investment advisor at Stevens Foster Financial Advisors, based in Bloomington, MN, with 25 years of industry experience. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 322 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stevens Foster charges a percentage of the value of your portfolio to manage your investments. The annual fee typically ranges from 0.30% to 1.00%, depending on the scope of services and the size of your account. Fees are billed monthly in advance, based on the prior month's account value.
Location
7901 Xerxes Avenue South #325, Bloomington, MN, 55431
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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 is licensed in Minnesota for life, health, and long-term care insurance. He also buys and sells old books as a hobby and is an unpaid board member of Penumbra Theatre.
Employment History
Current Registrations
Stevens Foster Financial Advisors
Previous Registrations
LPL Financial LLC
LPL Financial Corporation
State Registrations5 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.