William Suplee IV, CFP®, CFA®, ChFC®

Paoli, Pennsylvania, 19301
advisor

Member Since 2005

Structured Asset Management, Inc. believes that when your life savings are at stake you need professional advice you can trust. That is why we are fee only, insist on you knowing and participating in all decisions, and earn no commissions. I strive to help clients make smart choices about money that will allow them to accomplish their most important Goals.
 
 

My Location

 Background Information

  • Years of Financial Experience

    • 30
  • Education

    • Ursinus College (BS)
    • St. Joseph's University (MBA)
  • Certifications and Designations

    • CFP®
    • CFA®
    • ChFC®
    • CASL®
    • AIF®
  • Association Memberships

    • CFA Institute
    • NAPFA
    • Financial Planning Association
  • Methods of Compensation

    • Financial Planning: Asset-based fee, Hourly fee, Fixed fee
    • Investment Services: Asset-based fee, Hourly fee, Fixed fee
  • Primary Custodian(s)

    • TD Ameritrade
  • Types of Financial Reports

    • Performance Report (Quarterly)
    • Market Environment Report (Quarterly)
    • Custodial Report (Monthly)
    • Newsletter (Monthly)
  • Additional Business Practices

    • I provide a written agreement to clients before I provide any advice or services.
    • I work with remote clients over the telephone and Internet
    • My clients have online access to their financial data
    • I review my clients' financial plans with them annually
    • I review my clients' investment portfolios with them quarterly
 
  • Registration & Licensing

    • CRD/IARD Number: 129796
    • Insurance Licenses: None
  • Company Names

    • Registered Investment Advisor: Structured Asset Management, Inc.
    • Broker/Dealer: None
  • Compliance Record

    • No Disclosures
  • Criminal Record

    • No Disclosures
  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Current Review, comprehensive
  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
 
 
Visit Website - http://www.samasset.com
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