William Sample is a CFP-designated registered investment advisor at Preisz Financial, based in Portland, OR, with 6 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, Retirement Planning. Their firm serves 347 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Preisz Financial offers investment management through several LPL Financial programs:
- Strategic Wealth Management (SWM): Fees range from 0.40% to 1.50% depending on the amount you invest. All transaction charges are included.
- Guided Wealth Portfolios (GWP): A flat advisory fee of 0.45% plus a 0.35% platform fee. There is also a $20/year small account fee for accounts under $10,000.
- Model Wealth Portfolios (MWP): Fees range from 0.5% to 1.80% depending on the amount you invest. This includes Preisz Financial's advisory fee and LPL's program fee.
For restricted accounts managed by Symmetry Partners, fees range from 0.45% to 0.90% depending on the amount you invest. This includes Symmetry's sub-advisor fee and Preisz Financial's advisory fee.
Location
4525 SW Condor Ave, Portland, OR, 97239
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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
Preisz Financial
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations3 states
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.