How are you compensated?
As a percentage of investment assets we manage for you. Fees depend on account size and the scope of the work. In special situations, we can create customized consulting agreements.
What’s your minimum account size?
$2 million dollars. But if you won’t hit that number until after a liquidity event, I’m happy to get started sooner. I’d rather make sure you maximize your exit and avoid expensive mistakes. You wouldn’t be my first or last client in that situation.
I don’t live near you. Can we still work together?
Absolutely. We serve clients all over the United States.
Where are client accounts held?
Accounts are custodied at firms like TD Institutional, Schwab Institutional, or National Financial Services (NFS). These firms send you statements, tax documents (1099s), and provide online access.
Do you sell insurance?
No, but we can work with your agent (or agents we trust) to make sure you are covered in key areas: property/casualty, life, disability, long-term care, etc.
How can I get a second opinion from Bill?
Just contact us to start a conversation.