William Heil is a CFP-designated registered investment advisor at Turning Point Financial, based in Frederick, MD, with 15 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,501 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Turning Point Financial offers investment management services either with financial planning or as a stand-alone service. If you don't get financial planning, you'll receive a basic investment plan. Turning Point manages investments with your permission to make trades without asking first. They use third-party tools to assess your risk profile and recommend a suitable portfolio. They also offer asset management services with customized model portfolios for an additional fee.
The annual fees for investment management depend on where your account is held:
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SEI Private Trust Company:
- $0 - $500,000: 1.60%
- $500,001 - $1,000,000: 1.25%
- $1,000,001 - $3,000,000: 1.00%
- $3,000,001 - $5,000,000: 0.85%
- $5,000,001 - $10,000,000: 0.75%
- $10,000,001 and up: 0.65%
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Charles Schwab: Same as SEI Private Trust Company
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American Funds:
- $0 - $499,999: 1.60%
- $500,000 - $999,999: 1.25%
- $1,000,000 - $2,999,999: 1.00%
- $3,000,000 - $4,999,999: 0.85%
- $5,000,001+: 0.75%
These fees are guidelines and may be negotiable.
Location
7210 Corporate Ct., Ste A, Frederick, MD, 21703
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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 Activities
William is the treasurer of Rosebud Gun Club, Inc., a nonprofit social club, and receives no compensation for this role.
Employment History
Current Registrations
Turning Point Financial
Previous Registrations
Corecap Investments, LLCBroker
Corecap Advisors
Questar Capital CorporationBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.