William Lovering is a registered investment advisor at Inscription Capital, LLC, based in Geneva, with 3 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 440 clients with $1.6B in assets under management.
Compensation
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Fee Structure
Inscription Capital charges an annual advisory fee based on the value of your portfolio. The fee ranges from 0.25% to 1.25% per year, depending on the size and complexity of your account and the advisor providing the services. Clients using the Betterment Institutional platform will also be charged a wrap fee of up to 0.20% annually. Fees are generally deducted from your account quarterly in advance.
Location
Geneva
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Inscription Capital, LLC
State Registrations1 state
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