William Coscioni is a CFP-designated registered investment advisor at Wealthcare, based in Aiken, SC, with 12 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 55 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthCare manages your investments for a fee based on the size of your account and the types of investments. The fee covers both WealthCare's services and the fees of any sub-advisers used. Fees are charged quarterly, based on the value of your account at the end of each quarter. Here's a breakdown of the annual fees:
For accounts using Astoria as a sub-adviser:
- $0 to $500,000: 0.55% for stocks/ETFs, 0.30% for bonds
- $500,000 to $1,000,000: 0.50% for stocks/ETFs, 0.25% for bonds
- $1,000,000 to $2,500,000: 0.45% for stocks/ETFs, 0.20% for bonds
- $2,500,000 to $5,000,000: 0.40% for stocks/ETFs, 0.15% for bonds
- $5,000,000 and over: 0.30% for stocks/ETFs, 0.10% for bonds
For accounts using Milwaukee Co. as a sub-adviser:
- $0 to $500,000: 0.80% for stocks/ETFs, 0.15% for money market accounts
- $500,000 to $1,000,000: 0.75% for stocks/ETFs, 0.15% for money market accounts
- $1,000,000 to $2,500,000: 0.70% for stocks/ETFs, 0.15% for money market accounts
- $2,500,000 to $5,000,000: 0.65% for stocks/ETFs, 0.10% for money market accounts
- $5,000,000 and over: 0.60% for stocks/ETFs, 0.10% for money market accounts
Location
910 Dougherty Rd, Aiken, SC, 29803-6515
Get directionsHistory
Regulatory 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.
Learn about disclosures →Employment History
Current Registrations
Wealthcare
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.