William Little is a CFA-designated registered investment advisor at Tandem Investment Advisors INC, based in Charleston, SC, with 21 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, Retirement Planning. Their firm serves 10,162 clients with $3.4B 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 $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable when assets under management exceed $2 million. For clients who come through an independent financial advisor or wrap program, fees typically do not exceed 0.50% per year. For clients in the non-discretionary model program, fees typically do not exceed 0.35% per year.
Fee Estimator
Location
145 King Street, Suite 400, Charleston, SC, 29401-2229
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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 →Employment History
Current Registrations
Tandem Investment Advisors INC
Previous Registrations
Ameriprise Financial Services, INC.
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.