William Little is a registered investment advisor at Ascentis Wealth Management, LLC, based in Dallas, TX, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 245 clients with $560M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
5001 Spring Valley Rd, Suite 810W, Dallas, TX, 75244
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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 part-time as a tennis coach for AMA Landscape and Design, earning $20,000 per year. He spends about 10-20% of his time on this activity and does not engage in it during trading hours.
Employment History
Current Registrations
Ascentis Wealth Management, LLC
Previous Registrations
Org Partners Asset Management
Org Partners
State Registrations1 state
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