| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
All fees are subject to negotiation.
201 State Street, Greensboro, NC, 27408
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Learn about disclosures →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.