Advisor at Red Oak Advisors LLC
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Firm
Red Oak Advisors LLC
Location
Memphis, TN 38137
Credentials
Series 63, Series 65
Industry experience
38 years
William French is a financial advisor with Red Oak Advisors LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Red Oak Advisors since 2018 and also has experience at Purshe Kaplan Sterling Investments and W Advisors LLC. Red Oak Advisors LLC provides portfolio management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers access to separately managed accounts and employs a variety of investment approaches, including fundamental and technical analysis, serving approximately 55 clients with $43.4 million in assets under management.
Based on Red Oak Advisors LLC
Based on Red Oak Advisors LLC
Generally range from $1,500 to $10,000 for financial planning and consulting
$0+: Negotiable up to 1.25% annually for Portfolio Management $0+: 1.00% annually for Separately Managed Accounts (charged by Red Oak) $0+: 0.50% annually for Separately Managed Accounts (charged by Schwab)
$350 per hour for financial planning and consulting
Fee-only: Portfolio management fees based on AUM; hourly fees at $350/hour; flat fees ranging $1,500 to $10,000 for financial planning/consulting; fees negotiable
5100 Poplar Ave, Suite 2749
Memphis, TN 38137
Tennessee
Red Oak Advisors, LLC
2018 - Present (8 years)
PURSHE KAPLAN STERLING INVESTMENTS, Inc.
2013 - Present (13 years)
W Advisors LLC
2013 - 2017 (4 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Verified by Warmer
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