William
Hester
Dominion Portfolio Management, Inc
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About this Advisor
William Hester is a financial advisor based in Horseshoe Bay, Texas with a total of 6 years of relevant experience. Hester is currently employed by Dominion Portfolio Management, Inc. Their career trajectory has included roles at Hester Financial Associates, Inc, Vsr Financial Services, Inc, Vsr Advisory Services, Hester & Company, Pc, Summit Brokerage Services, Inc, Summit Financial Group Inc, Dominion Investor Services, Inc, Dominion Portfolio Management, Inc and W. Dale Hester Insurance Services. Hester has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Texas. Dominion Portfolio Management, Inc is a registered investment company based in Horseshoe Bay, TX. It has offices in 14 locations and a total of 21 financial advisors. It handles $188 million in total assets across its 922 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 922 customer accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm offers portfolio management for individuals and small businesses. Financial advisory fees typically depend on the type of services. However, fees charged by Dominion Portfolio Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dominion Portfolio Management, Inc Brokerage Details
$188,055,684
21
922
$203,965
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
William Hester Work History
William has been registered as a financial advisor for 6 years.*
Dominion Investor Services, Inc
Dominion Portfolio Management, Inc
Hester & Company, Pc
Hester Financial Associates, Inc
W. Dale Hester Insurance Services
Summit Brokerage Services, Inc
Summit Financial Group Inc
Vsr Advisory Services
Vsr Financial Services, Inc
*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 Hester 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 Dominion Portfolio Management, Inc
Canton, TX
Wenatchee, WA
Carthage, TX
Kansas City, MO
Horseshoe Bay, TX
Houston, TX
Jasper, TX
Horseshoe Bay, TX
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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