William Vogel is a CFA-designated registered investment advisor at Advocacy Wealth Management, LLC, based in Atlanta, GA, with 31 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,487 clients with $2.1B 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 | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable above $3,000,000. The firm can charge a maximum fee up to 2% under certain circumstances.
Fee Estimator
Location
3455 Peachtree Road Ne, Suite 1500, Atlanta, GA, 30326-3280
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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 Activities
William is involved with several organizations, including the United Methodist Higher Education Foundation, Georgia United Methodist Foundation, The Vogel Family Foundation, Grant Park Clinic, and Wellroot Family Services. He also owns 20% of European Coffeehouses Worldwide, a franchise of Café Intermezzo coffeehouses.
Employment History
Current Registrations
Advocacy Wealth Management, LLC
Previous Registrations
Montag & Caldwell, an Advocacy Wealth Company
State Registrations1 state
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