Advisor at American Financial Advisors Inc
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Firm
American Financial Advisors Inc
Location
Rexford, NY
Credentials
CFA®, Series 63, Series 65
Industry experience
29 years
William Mertes is a CFA® charterholder with 29 years of industry experience. He has been with American Financial Advisors, NC since 1995 and briefly worked at Foothill Securities, Inc. in 2016. He holds Series 63 and Series 65 licenses. American Financial Advisors serves individual clients, retirement accounts, trusts, and private foundations, providing asset management, financial planning, and 401(k) advisory services. The firm employs a committee-driven investment approach focused on passive, asset-class allocation using low-cost index and adviser-access mutual funds, with accounts managed on a non-discretionary basis and regular client approval for changes.
Based on American Financial Advisors Inc
Based on American Financial Advisors Inc
Financial planning fixed fees ranging from $325 to $5,000
$0 - $1,000,000: 1.08% annually $1,000,001 - $2,000,000: 0.88% annually $2,000,001 - $5,000,000: 0.73% annually $5,000,001+: 0.58% annually
Insurance commissions received by certain advisors for insurance products sold (not by the firm)
$325/hour for professional services and $175/hour for staff time
Fee-only: Financial planning fixed fees ranging from $325 to $5,000; hourly fees of $325/hour for professional services and $175/hour for staff time
Rexford, NY
Florida · New York
American Financial Advisors, NC
1995 - Present (31 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
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.
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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I am financial consultant/advisor who has been in the financial services industry for the last 8+ years and a business owner specialist for the past 5 years. I've gained experience in several different industries over of the years, however most of my experience has been with construction & tech companies. Inside of your business we offer CFO services, business consulting and/or valuation services for a monthly retainer or a flat fee. Outside of your business we offer investment advice, tax strategy, real estate investing, asset protection strategy, insurance review, estate planning & more for an hourly fee, monthly retainer, flat fee or AUM fee. In one example, we were able to help one of our clients go from $1.74million of annual revenue to $10.003million in 1 year. More importantly, we were able to strategically use the profits of the business to buy $3mill worth of investment real estate in 1 year. In addition, by structuring the real estate purchases strategically and implementing a tax strategy, we were able to save the client an additional $200k+ in taxes for that tax year.
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