Advisor at Abbington Wells LLC.
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Firm
Abbington Wells LLC.
Location
Lucas, TX
Credentials
Series 63, Series 66
Industry experience
17 years
William Kell is a financial advisor at Abbington Wells LLC in Lucas, TX, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Abbington Wells since 2011. Abbington Wells primarily serves individual clients while also managing corporate, trust, and institutional accounts, offering portfolio management and various financial planning services. The firm employs asset-allocation strategies combining passive and active investments, using multiple analytical methods, and supports a range of approaches including options and leverage.
Based on Abbington Wells LLC.
$0 - $499,999: 2.75% $500,000 - $1,000,000: 2.50% $1,000,001 - $2,000,000: 2.25% $2,000,001+: 2.00%
Account minimum: $100,000 Minimum fee: $1,000 minimum annual fee if account value falls below $36,363.50
Lucas, TX
Texas
Abbington Wells LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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