William
Mcdaniel
Waverly Advisors, LLC
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About this Advisor
William Mcdaniel is a chartered financial analyst operating in Birmingham, Alabama with 1 year of relevant experience. Mcdaniel is currently employed by Waverly Advisors, LLC. Mcdaniel has gained experience at Bt Wealth Management, LLC, Zurich Alternative Asset Management and Waverly Advisors, LLC. Mcdaniel is able to serve investors in Georgia. Waverly Advisors, LLC is a firm operating out of Birmingham, AL. The company has offices in eight locations and a total of 80 advisors. It handles $6 billion in assets between its 6,289 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 31 charitable organizations. Of its 6,289 customer accounts, 40% are associated with high-net-worth clients who have more than $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely are based on the services. However, fee types billed by Waverly Advisors, LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Waverly Advisors, LLC Brokerage Details
$5,510,890,123
80
6,289
$876,274
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
William Mcdaniel Work History
William has been registered as a financial advisor for 1 years.*
Waverly Advisors, LLC
Bt Wealth Management, LLC
Zurich Alternative Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Mcdaniel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Waverly Advisors, LLC
Birmingham, AL
Birmingham, AL
Huntsville, AL
Mobile, AL
Birmingham, AL
Birmingham, AL
Atlanta, GA
Birmingham, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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