William Newton
William Newton is a CFP-designated registered investment advisor at Archer Investment Corporation, based in Charlotte, NC, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,335 clients with $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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable on a client-by-client basis. Archer reserves the right to waive advisory fees for investments in the Archer Series Trust, including federal retirement plan rules accounts.
Fee Estimator
Location
10800 Sikes Place, Suite 215, Charlotte, NC, 28277
Get directionsHistory
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 sells fixed insurance, including life insurance and annuities. He is also a CPA with W. Edward Newton, Jr. CPA and Newton Wealth Management.
Employment History
Current Registrations
Archer Investment Corporation
Previous Registrations
Financial Network Investment Corporation
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.
Exams
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