WK
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William Keaton
28 Years of Experience
Savannah, GA
1 Disclosure
William Keaton is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Savannah, GA, with 28 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,278 clients with $9.9B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
241 advisors
Number of Clients
10,278 clients
Average Client Portfolio
$963K average
Assets Under Management
$9.9B
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
15 Lake St., Suite 130, Savannah, GA, 31411
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2016Denied
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
October 2025 - Present · 7 mos
Previous Registrations
Raymond James & Associates, INC.Broker
September 2017 - October 2025 · 8 yrs 1 mo
Raymond James & Associates, INC.
September 2017 - October 2025 · 8 yrs 1 mo
Suntrust Advisory Services, INC.
October 2016 - September 2017 · 11 mos
Suntrust Investment Services, INC.
March 1998 - December 2016 · 18 yrs 9 mos
Suntrust Investment Services, INC.Broker
March 1998 - September 2017 · 19 yrs 6 mos
Prudential Securities IncorporatedBroker
June 1994 - April 1995 · 10 mos
State Registrations1 state
GA
Advisor
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
No exam information available for this advisor.