William Palmer is a CFP, ChFC, PFS-designated registered investment advisor at Allegiance Wealth Management, INC., based in Orlando, FL, with 23 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, Investment Management, Retirement Planning. Their firm serves 30 clients with $49M 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 $250K | 1.30% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $4.0M | 0.50% |
| $4.0M - $8.0M | 0.30% |
| $8M+ | 0.30% |
Fees are negotiable for accounts over $8,000,001.
Fee Estimator
Location
Orlando, FL
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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
Allegiance Wealth Management, INC.
State Registrations1 state
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