Advisor at McCollum Christoferson Group, LLC
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Firm
McCollum Christoferson Group, LLC
Location
Amherst, NY 14226-1263
Credentials
CFP®, Series 63, Series 65
Industry experience
12 years
William Deacon is a CFP® professional with 12 years of industry experience, currently serving at McCollum Christoferson Group, LLC since 2015. He holds Series 63 and Series 65 licenses. McCollum Christoferson Group provides discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis with a focus on individual equities and increasing use of ETFs and mutual funds, customizing portfolios to client risk tolerance and objectives.
Fixed fees offered under select circumstances, specific amounts not stated.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
Hourly fees offered under select circumstances, specific amounts not stated.
Account minimum: $500,000
500 Corporate Parkway, Suite 210
Amherst, NY 14226-1263
New York · Texas
McCollum Christoferson Group LLC
2015 - Present (11 years)
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Is not active or affiliated with:
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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