William Brown
William Brown is a PFS-designated registered investment advisor at Family Legacy, INC., based in Greenville, SC, with 22 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 247 clients with $330M 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 $3.0M | 1.50% |
| $3.0M - $8.0M | 1.25% |
| $8M+ | 1.00% |
These fees are for individually managed accounts. Asset allocation portfolios have a different fee schedule: 1.50% on the first $500,000, 1.25% on the next $500,000, 1.00% on the next $2,000,000, and 0.75% on amounts greater than $3,000,000. Fees are negotiable in limited situations.
Fee Estimator
Location
104 Broadus Avenue, Greenville, SC, 29601
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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 serves as trustee for two private foundations, seven trusts, and personal representative for one estate, dedicating about a quarter of his time to this investment-related activity. He is also a member of Brown Building Co., LLC (minimal time) and Legacy Insurance, LLC (a few hours per week).
Employment History
Current Registrations
Family Legacy, INC.
State Registrations1 state
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