William Fair is a CFP-designated registered investment advisor at Ap Wealth Management, based in Augusta, GA, with 22 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 294 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Investment advisory fees will not exceed 1.45% of the assets under advisement annually and are based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the advisor. These fee schedules, as well as our fees for advising on non-discretionary assets, are negotiable.
Fee Estimator
Location
1100 Frazier Drive, Augusta, GA, 30909
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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 →Other Business ActivitiesSells Insurance
William is licensed to sell non-variable insurance products since 2000. This activity requires minimal time.
Employment History
Current Registrations
Ap Wealth Management
Previous Registrations
Augusta Capital Investors, LLC
Augusta Capital Management, LLC
First Citizens Asset Management, INC
Wachovia Securities, LLC
Citigroup Global Markets INC.
State Registrations3 states
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.