William Allen is a registered investment advisor at Sentara Capital, based in Marietta, GA, with 18 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 169 clients with $120M 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 | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
3225 Shallowford Road Ne, Suite 900, Marietta, GA, 30062
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 an independent insurance agent since 2008, dedicating minimal time to insurance sales and service. He also owns a business used for office leasing and is involved with a non-profit financial education foundation, each taking minimal time.
Employment History
Current Registrations
Sentara Capital
Previous Registrations
Resource Horizons Investment Advisory, INC.
Independent Advisers Group CORP
Jefferson Pilot Securities CORP
State Registrations3 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.