Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary based on the type of assets managed. For retirement plan assets, fees range from 0.40% to less than 0.10% depending on the account value. For individual wealth management assets, fees range from 1.50% to 0.70% depending on the account value. All fees are subject to negotiation. Fees are payable quarterly in arrears for plan assets and in advance for individual assets. The firm does not have minimum account balance requirements.
Areas of Practice
Advisor Information
Office location
201 State Street, Greensboro, NC, 27408
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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William is a registered representative for brokerage accounts with Intercarolina Financial Services, dedicating about 10-20% of his time. He is also a partner at Stanley Benefit Services, administering pension plans and soliciting clients, taking about half of his time, and the CEO of Fund Direct Advisors, managing client assets and soliciting clients, also taking about half of his time.