William Ramsay is a CFP-designated registered investment advisor at Financial Symmetry INC., based in Raleigh, NC, with 9 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, Insurance Planning, and 3 more. Their firm serves 873 clients with $1.5B 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 $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.55% |
| $3M+ | 0.40% |
Wealth Management has a minimum annual fee of $4,800. Emerging Wealth starts at 0.85% with no minimum fee. Fees may be negotiable in unusual circumstances.
Fee Estimator
Location
5438 Wade Park Blvd, Suite 310, Raleigh, NC, 27607
Get directionsHistory
Regulatory History (1)
Criminal
December 1984Employment History
Current Registrations
Financial Symmetry INC.
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.
Exams
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