William Cevallos is a CFA-designated registered investment advisor at Jemma Financial Services, based in Baltimore, MD, with 7 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 348 clients with $150M 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 $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000. Multiple household accounts can be combined to receive a lower tiered schedule fee.
Fee Estimator
Location
810 Gleneagles Court, Suite 109, Baltimore, MD, 21286
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Jemma Financial Services
State Registrations2 states
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