William Mcallister is a CFA-designated registered investment advisor at Mtc Wealth Management, based in Tampa, FL, with 1 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $330M 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 | 0.25% |
| $250K+ | 0.20% |
This fee does not include additional fees that are charged by the platform provider to the platform participant for their services. The fee is considered non-negotiable.
Fee Estimator
Location
14055 Riveredge Dr. Suite 525, Tampa, FL, 33637
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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 is an Investment Officer for Members Trust Company, FSB, and MTC Wealth Management, LLC, undertaking the same duties at both institutions. The role is not investment-related.
Employment History
Current Registrations
Mtc Wealth Management
State Registrations52 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.