William Werner is a CFP-designated registered investment advisor at Mission Wealth Management, LP, based in Bryn Mawr, PA, with 16 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,632 clients with $10B 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
The total minimum annual fee is $10,000. MWM’s maximum annual cumulative Investment Management fee is 1.50%. Emerging Wealth clients that sign a MissionForward Agreement with MWM that have managed assets under $500,000 will be assessed a $425 flat fee per month. Once the Emerging Wealth client’s managed assets exceed $500,000, the Emerging Wealth client will revert to MWM’s standard Wealth Management fee schedule.
Fee Estimator
Location
Bryn Mawr, PA
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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 an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This activity is not investment-related.
Employment History
Current Registrations
Mission Wealth Management, LP
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Facet Wealth, INC
Clarfeld
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Amerivest Investment Management, LLC
United Capital Financial Advisers
PNC Investments
PNC InvestmentsBroker
Chase Investment Services CORP.Broker
New England SecuritiesBroker
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.