WM

William Kerr Mcgowan

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
13 advisors
Number of Clients
47,926 clients
Average Client Portfolio
$52K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Minimum Annual Fee:$120

Stadion's Retirement Account Management Program is a wrap fee program. The annual, asset-based management fees for QDIA services generally range from 0.15% to 0.75%. Fees for individual participant choice typically range from 0.35% to 1.00%, depending on factors like plan size. For certain services, Stadion will waive fees for accounts less than $6,000, and for accounts greater than $6,000, assess an annual minimum fee of $120 if that amount is greater than the asset-based fee. Fees for investment advisory services will generally range from 0.10% to 0.75%. Fees for Stadion’s Custom Advisor Managed Account (“CAMA”) service, fees will generally range from 0.10% to 0.20% depending on the respective roles the RPA and Stadion assume.

Areas of Practice
Retirement Planning
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Advisor Information

Office location

1061 Cliff Dawson Rd, Watkinsville, GA, 30677

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Stadion Money Management, LLC
August 2010 - Present · 15 yrs 5 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.