William R. Scheel, Investment Adviser
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides personalized, fee-only investment management and limited-scope investment consultation to a small mix of individual and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. It serves a compact client base (approximately six accounts and about $1.5 million in assets under management) and offers both ongoing portfolio management and hourly planning engagements for targeted advice.
Investment work is grounded in a strategic asset-allocation, “core” approach that typically uses stocks, bonds, mutual funds and passively managed index and exchange-traded funds, with portfolios diversified to control traditional market risk. The adviser accepts discretionary trading authority under a limited power of attorney, documents client goals and investment policy statements, and provides periodic account reviews while clients retain custody of their assets.
Distinctive features include operating as a solo, sole-proprietorship adviser who is self-supervised and combines percentage-of-AUM billing with hourly fees for consultations—an arrangement that is relatively uncommon among peers. The firm also manages institutional-type accounts despite its small scale, does not act as a private-fund adviser, does not sell commissioned products, and generally does not vote client proxies unless assistance is requested.
Client services
Expertise
Fee options
$100,000.00 - $5,000,000.00: 1.00% per annum $5,000,000.00 - $10,000,000.00: 0.75% per annum $10,000,000.00+: 0.50% per annum
$100 per hour for investment consultation and special reports
Account minimum: $100,000.00 Minimum fee: No minimum annual fee; fees are negotiable Fee-only: Investment advisory fees based on assets under management, no commissions accepted
Main office
Houston TX
Advisors at this office
1
Most active in
Texas
Also doing business as
William R. Scheel, Investment Adviser · William Regan Scheel
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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