TrueAdvisor
TrueAdvisor
WF
WF

William Frederick Fisher

The Etf Store, INC.
22 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
The Etf Store, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
237 clients
Average Client Portfolio
$549K average
Assets Under Management
$130.2M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2M+0.75%

Fees are negotiable based on the level of service needed and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

7300 West 110th Street, Suite 870, Overland Park, KS, 66210

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2013
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William offers a wide range of insurance solutions to clients through ETF Store Financial Services LLC. He has been an insurance producer with them since 2013, dedicating a few hours per week.

Employment History
Current Registrations
Novadius Wealth Management
August 2013 - Present · 12 yrs 6 mos
Previous Registrations
Commerce Brokerage Services, INC
August 2004 - April 2013 · 8 yrs 8 mos
UBS Financial Services INC.
January 2003 - September 2004 · 1 yr 8 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.