Advisor at Beacon Rock Wealth Advisors
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Firm
Beacon Rock Wealth Advisors
Location
Camas, WA 98607-7475
Credentials
CFP®, CFA®, Series 63, Series 65
Industry experience
24 years
William Roller is a CFP® and CFA® with 23 years of industry experience. He is the sole advisor at Beacon Rock Wealth Advisors and has worked at BR Capital Inc. since 2008. Outside of his advisory role, he is a part-owner of a small aircraft through a flying club and works as a loan officer for a mortgage services company. Beacon Rock Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a combination of fundamental value analysis, technical tools, option analytics, and social-media metrics to manage both long-only and long-short investment strategies.
Based on Beacon Rock Wealth Advisors
Based on Beacon Rock Wealth Advisors
$0 - $1,000,000: 2.000% (equities/mutual funds/wrap accounts) or 1.000% (bonds) $1,000,001 - $2,000,000: 1.500% (equities/mutual funds/wrap accounts) or 0.750% (bonds) $2,000,001+: 1.000% (equities/mutual funds/wrap accounts) or 0.500% (bonds)
$150 to $350 per hour depending on service level
20% of profits annually with 4% hurdle rate on qualified clients' Capital Accounts
Account minimum: $100,000 Fee-only: $150 to $350 per hour for advisory and consulting services
2005 Se 192 Nd Ave Ste 200
Camas, WA 98607-7475
Oregon · Washington
Br Capital Inc.
2008 - Present (18 years)
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