William Byrum is a registered investment advisor at Tl Private Wealth, based in Southlake, TX, with 12 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 259 clients with $330M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
259 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$328.3M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable depending on the needs of the client and the complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
165 S Kimball Ave, Suite 120, Southlake, TX, 76092
Get directionsHistory
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.
Criminal
May 2007Final Disposition
Employment History
Current Registrations
Tl Private Wealth
October 2018 - Present · 7 yrs 6 mos
Previous Registrations
TD Ameritrade Investment Management, LLC
January 2014 - October 2018 · 4 yrs 9 mos
TD Ameritrade, INC.
January 2014 - October 2018 · 4 yrs 9 mos
TD Ameritrade, INC.Broker
October 2013 - October 2018 · 5 yrs
State Registrations2 states
LATX
Advisor
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.
Exams
No exam information available for this advisor.