William Glaspie is a registered investment advisor at Ele Advisory Services, INC, based in Southfield, MI, with 11 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,156 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ELE Advisory Services charges a percentage of your portfolio each year. The exact percentage is determined at the start of the engagement, but will not exceed 3% annually, including any fees paid to a third-party money manager. A one-time financial wellness fee of $500 is charged to open an account, but this fee is negotiable.
Location
18700 W. 10 Mile Road, Suite 100, Southfield, MI, 48075
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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.
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William works as an Instructional Dean for Orange County Public Schools since 2012. He also provides financial advice as a Registered Investment Advisor with ELE Advisory Services, dedicating a few hours per week to this role.
Employment History
Current Registrations
Ele Advisory Services, INC
Ele Wealth Solutions, INC.
Ele Wealth Solutions, INC.Broker
Previous Registrations
PFS Investments INC.Broker
Leonard & CompanyBroker
MML Investors Services, INC.Broker
AXA Advisors, LLCBroker
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.