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William Ertel
from Tassel Capital Management, Inc
William Ertel is a financial advisor based in North Carolina, Matthews,
with 27 years of experience. William currently works for
Tassel Capital Management, Inc.
William maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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William Ertel works at Tassel Capital Management, Inc
Tassel Capital Management, Inc is a financial advisory firm based in Matthews, North Carolina. It currently has approximately $182,509,749 of assets under management and employs about 4 people. Tassel Capital Management, Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1220 Mann Drive, Suite 100, Matthews, North Carolina, 28105
Advisor can help with
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