William Wood
William Wood is a CFP-designated registered investment advisor at Apex Strategic Wealth, LLC, based in Chattanooga, TN, with 29 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 604 clients with $290M 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 $1.0M | 2.25% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $5.0M | 1.55% |
| $5.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.90% |
| $50M+ | 0.80% |
Clients may be charged higher or lower fees than the fee schedule above. Some clients may be charged an overall flat percentage rather than blended. An annual fee of up to $65 may be assessed on all accounts to cover technology costs.
Fee Estimator
Location
3800 St. Elmo Ave., Suite 305, Chattanooga, TN, 37409
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 is involved in several business activities, including real estate rentals, tax preparation, and providing investment advisory services through Apex Strategic Wealth, LLC. He also dedicates time to SolomonWood Financial Advisors and SolomonWood, LLC, as well as serving as a Navy Reserve Officer.
Employment History
Current Registrations
Apex Strategic Wealth, LLC
LPL Financial LLCBroker
Previous Registrations
Innovative Advisory Partners, LLC
LPL Financial LLC
Innovative Advisory Partners, LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations16 states
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