Advisor at Astute Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Astute Financial, LLC
Location
Rapid City, SD 57701
Credentials
Series 65
Industry experience
< 1 year
William Marcham is a financial advisor at Astute Financial, LLC in Rapid City, SD. He holds a Series 65 designation and has experience working at KFG, LLC, KPMG, One Medical, Freidel & Associates, Steward and Company, and RIW Investment Management. He has a background that includes both financial and business roles. Astute Financial provides tailored investment management and comprehensive financial planning for individuals, high-net-worth clients, small businesses, and irrevocable trusts. The firm employs a blend of passive and active investment vehicles based on Modern Portfolio Theory and emphasizes diversification, tax considerations, and long-term planning.
Based on Astute Financial, LLC
Quarterly flat-fee for investment management services ranging from $300 to $30,000; upfront fee for financial planning $500 - $10,000
$0 - $1,500,000: 1.00% annually $1,500,001+: 0.50% annually
Ongoing comprehensive financial planning paid quarterly in arrears at $300 - $1,500 per quarter
Fee-only: Investment management fees based on AUM or negotiated quarterly flat-fee; flat-fee ranges from $300 to $30,000 quarterly
429 Quincy Street
Rapid City, SD 57701
Idaho · South Dakota
KFG, LLC
2025 - Present (1 year)
Kpmg
2024 - 2024 (1 year)
One Medical
2023 - 2023 (1 year)
Freidel & Associates
2023 - Present (3 years)
Steward and Company
2023 - 2023 (1 year)
RIW Investment Management
2022 - 2022 (1 year)
Student
2015 - 2025 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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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