William Haskins
William Haskins is a registered investment advisor at Arkadios Wealth Advisors, based in Enterprise, AL, with 27 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 14,886 clients with $8.8B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Rates reflect maximum annual fees for Crest Accounts. Third-party manager accounts have a separate schedule ranging up to 2.25%. Fees are negotiable.
Fee Estimator
Location
1020 Boll Weevil Circle Suite A, Enterprise, AL, 36330
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2003Other Business Activities
William operates Enterprise Investment Planning as a DBA for RIA activity and PCS Securities business, dedicating significant time to these roles. He also manages real estate rentals and serves as president of a youth baseball league, requiring minimal time.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Private Client Services, LLCBroker
Rfg Advisory, LLC
LPL Financial LLC
LPL Financial LLCBroker
Edward JonesBroker
Edward JonesBroker
State Registrations5 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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