William Walkup
William Walkup is a registered investment advisor at William B. Walkup & Associates, INC., based in Columbia, SC, with 16 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, Tax Planning. Their firm serves 64 clients with $160M 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 | 1.00% |
Fee is negotiable. For stock investment partnerships, the fee is 0.9%.
Fee Estimator
Location
142 Atrium Way, Columbia, SC, 29223-6301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
William B. Walkup & Associates, INC.
State Registrations1 state
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