William Suplee
CRD Number: 4744206Current Firm: Structured Asset Management, Inc.
Compensation Model: Fee Only
William Suplee (CRD# 4744206), an Investment Advisor Representative, is founder and president of Structured Asset Management, Inc. in Berwyn, PA. He provides comprehensive financial planning and investment management services to clients in the western main line and greater Philadelphia area. He has over 35 years of experience in investments and financial planning.
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The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
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The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply fiduciary practices. Advisors who are fiduciaries are required to provide advice that is in their client?s best interest.
A Chartered Advisor for Senior Living has completed a rigorous course of instruction in the concerns facing seniors including estate planning, income distribution strategies, health and long-term care needs, investment strategy and more.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Structured Asset Management, Inc. | Berwyn, PA | Oct 2003 - Current | 17 |
| Philadelphia Stock Exchange Member | Philadelphia, PA | Jun 1980 - Oct 2003 | 23 |
- PA
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Total Assets Under Management109MILLIONS
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Total Number of Accounts92ACCOUNTS
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Average Account Value$1,182,860
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
PA, TX
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