William Dowdy
William Dowdy is a CFP, ChFC-designated registered investment advisor at Provision Wealth Management, INC, based in Raleigh, NC, with 26 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, High Net Worth, Investment Management, and 1 more. Their firm serves 135 clients with $57M 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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.55% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees are negotiable for accounts greater than $25,000,000.
Fee Estimator
Location
8601 Six Forks Road, Suite 400, Raleigh, NC, 27615
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 may earn commissions from insurance companies for selling non-variable life, health, annuity, disability, and/or long-term care insurance products. These insurance companies are not affiliated with Provision Wealth Management.
Employment History
Current Registrations
Provision Wealth Management, INC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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.