Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2M+ | 1.00% |
Annual fees in international advisory accounts may range up to 2%. All fees are negotiable between the client and FSAM.
Fee Estimator
FSAM charges fees based on a percentage of assets under management, calculated annually and billed quarterly in advance. For Advisor Managed Accounts, fees range from 1.00% to 1.50% depending on the account size. International advisory accounts may range up to 2%. These fees are negotiable. Clients may also incur brokerage commissions, transaction fees, and other related costs. Variable Annuity Sub-Account Management Services are charged a 1.5% annualized fee. Managed360 Program and AssetMark Platform fees vary based on the program selected, plus a fee to FSAM for its services. A Puerto Rico Reporting Fee of $50.00 is charged for accounts holding Puerto Rico securities. International accounts are charged an annual account fee of $375.
Areas of Practice
Advisor Information
Office location
1720 Windward Concourse, Suite 115, Alpharetta, GA, 30005
Get directionsRegulatory History (1)
Regulatory
July 1998Other Business Activities
William is a partner in multiple investment-related entities, including Phorcys Capital Partners, Phorcys Opportunities I LLC, FSPR LLC, Phorcys Investment Advisors, LLC, PRCE, R2D2 LLC, San Juan Wave, LLC, and Condado Caribe, LLC. He also owns a consulting firm, Heehaw Inc., and is involved with First Southern Securities and PESH, LLC.