William Kaufmann
William Kaufmann is a registered investment advisor at Life's Sanctuary Financial Planning, LLC, based in Kenosha, WI, with 5 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, High Net Worth, Investment Management. Their firm serves 7 clients with $4.9M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees for assets over $2,000,000 are negotiable between 0.50% and 0.75%. Discounts may be offered to family members.
Fee Estimator
Location
Kenosha, WI
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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 works full-time as a Senior Oncology Sales Specialist for Eisai, Inc., selling anti-cancer medication since 2021. He dedicates a few hours per week to this role during securities trading hours.
Employment History
Current Registrations
Life's Sanctuary Financial Planning, LLC
State Registrations1 state
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