William Stanley is a registered investment advisor at Fund Direct Advisors INC., based in Greensboro, NC, with 25 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 155 clients with $590M 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 $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
All fees are negotiable.
Fee Estimator
Location
201 State Street, Greensboro, NC, 27408
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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.
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William is a registered representative for brokerage accounts with Intercarolina Financial Services, dedicating about 10-20% of his time. He is also a partner at Stanley Benefit Services, administering pension plans and soliciting clients, taking about half of his time, and the CEO of Fund Direct Advisors, managing client assets and soliciting clients, also taking about half of his time.
Employment History
Current Registrations
Fund Direct Advisors INC.
Intercarolina Financial Services, INC.
Intercarolina Financial Services, INC.Broker
Previous Registrations
Fund Direct Advisors INC.
Fund Direct Advisors INC.
Intercarolina Financial Services, INC.
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.
Exams
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