William Webber is a CFP-designated registered investment advisor at Edward Jones, based in Goldsboro, NC, with 26 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
2005-A East Ash Street, Goldsboro, NC, 27530
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2009Customer Dispute
November 2008Other Business Activities
William owns residential rental property in Goldsboro, NC, since 2004, spending minimal time on renting and maintenance. He is also a board member of Wayne Preparatory Academy in Goldsboro, NC, since 2015, dedicating no time to this role.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations20 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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