William King
William King is a ChFC-designated registered investment advisor at Wood Creek Capital Advisors, LLC, based in Lynchburg, VA, with 38 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 261 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wood Creek Capital Advisors charges a fee based on the amount of your portfolio. The annual fee will not exceed 2% of your portfolio. The annual fee is negotiable. Fees are billed quarterly in advance. For variable annuities and life management, the fees will not exceed 1.5% of the assets managed. Accounts within the same household may be combined for a reduced fee.
Location
101 Duncraig Dr., Unit 106, Lynchburg, VA, 24502
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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 →Other Business ActivitiesSells Insurance
William works as an insurance agent for Mass Mutual Life Insurance Co. since 1990, selling insurance products and services, dedicating about 10% of his time to this business.
Employment History
Current Registrations
Wood Creek Capital Advisors, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Anderson & Strudwick, IncorporatedBroker
State Registrations1 state
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.