William Pruett is a registered investment advisor at Wcp Capital Management LLC, based in Columbia, SC, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 13 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
1.10% for Total Return Accounts. 0.35% for Fixed Income Accounts. Minimum annual fees may apply. Fees may be negotiable.
Fee Estimator
Location
3924 Forest Drive, Suite 10, Columbia, SC, 29204
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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 →Employment History
Current Registrations
Wcp Capital Management LLC
Previous Registrations
UBS Financial Services INC.
State Registrations1 state
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