William Fleming
William Fleming is a registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 39 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 2 more. Their firm serves 11,852 clients with $8.6B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2013Other Business ActivitiesSells Insurance
William is an IAR with Advisors Services Network and an agent with Makkai Capital Group, both RIAs. He also owns WJFJ, Inc., which was initially set up for tax purposes, but is now also used for insurance sales and life annuities.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Calton & Associates, INC.Broker
Western Wealth Management LLC
Western Wealth Management LLC
LPL Financial LLCBroker
LPL Financial Corporation
Gallacher Capital Management, LLC
Mutual Service Corporation
Mutual Service CorporationBroker
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.