William
Graupensperger

Vanguard Advisers Inc

CRD#4970225
Investment Advisor
in Charlotte, NC
Are you William Graupensperger? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Graupensperger is a certified financial planner who works in Charlotte, North Carolina, who has been in the financial industry for 13 years. Graupensperger currently works for Vanguard Advisers Inc. They have spent all of their career at Vanguard Advisers Inc. Graupensperger holds a Series 63 license, qualifying them as a securities representative, and is registered to serve investors in North Carolina and Texas. Vanguard Advisers Inc is a financial advisory business based out of Charlotte, North Carolina. It has offices in three locations and a total of 878 advisors. It oversees $151 billion in assets among its 661,667 accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to 583 charitable organizations. Of its 661,667 customer accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically vary depending on which services the firm provides the client. However, fee types charged by Vanguard Advisers Inc most likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

2525 Water Ridge Parkway 1 North Falls Plaza, Ste 100
Charlotte, NC 28217

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Vanguard Advisers Inc Brokerage Details

Total Assets Under Management

$151,085,275,109

NC Average: $15,833,994,310
Total Number of Employees

878

NC Average: 41
Total Number of Accounts

661,667

NC Average: 3,342
Average Account Size

$228,340

NC Average: $4,737,880

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Selection of other advisers

William Graupensperger Work History

William has 13 years of experience.

2005 - Present (14 years)

The Vanguard Group, Inc

Disclosures

William Graupensperger has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started