William Sigmon is a registered investment advisor at Physicians Financial Services, INC., based in Raleigh, NC, with 1 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 222 clients with $430M 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 $500K | 1.75% |
| $500K - $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
All fees may be negotiated depending on account variables and extenuating circumstances. For clients utilizing external money managers, Physicians Financial Services' fees range up to 1.50% depending on the size of the account and additional money under management. You will also pay the external manager's fee and the custodian fee.
Fee Estimator
Location
100 E. Six Forks Road, Suite 200, Raleigh, NC, 27609
Get directionsHistory
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 Activities
William works as a financial advisor for The Wealth Group, LTD & Physicians Financial Services, Inc. He dedicates nearly full-time hours to this role, most of which are during trading hours.
Employment History
Current Registrations
The Wealth Group, LTD
Physicians Financial Services, INC.
State Registrations1 state
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