William Barnes
William Barnes is a registered investment advisor at Acrylic Financial, INC., based in Rockinham, NC, with 2 years of industry experience. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 317 clients with $74M 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 $250K | 1.80% |
| $250K - $1000K | 1.75% |
| $1M+ | 1.65% |
Fees are negotiable based on account size, complexity, and relationship. Accounts from the same household will be aggregated to calculate fees unless instructed otherwise.
Fee Estimator
Location
Rockinham, NC
Get directionsHistory
Regulatory History (1)
Criminal
February 1994Other Business ActivitiesSells Insurance
William is an insurance agent at Teacher's Pension and Insurance Services, Inc. since 2022, selling insurance and annuity products, dedicating about 10-20% of his time. He is also the founder, CEO, and agent at WSB & Associates, Inc., running day-to-day operations and dedicating about a quarter of his time.
Employment History
Current Registrations
Acrylic Financial, INC.
Previous Registrations
Verity Asset Management
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.