William Demarco is a registered investment advisor at Amfg Wealth Management LLC, based in Fort Myers, FL, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 634 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AMFG Wealth Management charges a percentage of your portfolio's value each year. The specific percentage ranges from 0.12% to 1.75% depending on the amount of your assets. The final fee schedule is outlined in your Investment Policy Statement. Fees are negotiable. AMFG Wealth Management may direct clients to third-party investment advisors, and will be compensated via a fee share from those advisors.
Location
Fort Myers, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the owner of Remembered Expressions, a promotional products distributor, since 2004. He is also a loan originator for Cleveland Mortgage Corp since 2022.
Employment History
Current Registrations
Amfg Wealth Management LLC
Previous Registrations
Org Partners
Wealthshield Partners, LLC
Regal Investment Advisors LLC
Regulus Advisors, LLCBroker
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Principal Securities, INC.
Principal Securities, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
AXA Advisors, LLCBroker
State Registrations2 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.