William Scott Barnes

2 Years of Experience

1 DisclosureMay Earn CommissionSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners

Acrylic Financial, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

298 clients

Average Client Portfolio

$196K average

Assets Under Management

$58.4M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.80%
$250K - $1000K	1.75%
$1M+	1.65%

Fees are generally negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

Rockinham, NC

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History

Regulatory History (1)

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Criminal

February 1994

Final Disposition

View Full SEC Report How to Read Disclosures

Other 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.