Unclaimed
William Andrew Sohl is an investment advisor representative with Fisher Investments. William has been in the industry since June 2010 and is registered with the state of Washington. William specializes in providing investment advisory services to a variety of client types, including high net worth individuals, charitable organizations, insurance companies, and other investment advisors. William and Fisher Investments believe in a disciplined, research-driven approach to investment management. The firm is committed to providing clients with the information and resources they need to make informed investment decisions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/10/2017 - Present
Fisher Investments (PLANO TX)
IA
Issued 10/10/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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