William Suplee IV, CFP®, CFA®, ChFC®
Paoli, Pennsylvania, 19301
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
