William Amburn
William Amburn is a registered investment advisor at Cannon Wealth Management Services, based in King, NC, with 23 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 411 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $250K | 1.68% |
| $250K - $500K | 1.55% |
| $500K - $1000K | 1.43% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.18% |
| $3.0M - $4.0M | 1.05% |
| $4.0M - $5.0M | 0.93% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.68% |
| $10.0M - $12.5M | 0.55% |
| $12.5M - $15.0M | 0.42% |
| $15M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Location
219 Moore Road, King, NC, 27021
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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 an insurance producer with Advisors Financial Group, dedicating a few hours per week. He is also a partner at Cannon & Company, LLP (a CPA firm) and Cannon Wealth Management (an RIA), spending about half his time on each. Additionally, William is a registered representative with Private Client Services and has an ownership stake in King Professional Center, LLC.
Employment History
Current Registrations
Cannon Wealth Management Services
Private Client Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations8 states
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