William Mccollum is a registered investment advisor at Wingo Asset Management, LLC, based in Shreveport, LA, with 20 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 211 clients with $96M 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 $10.0M | 2.00% |
| $10M+ | 2.00% |
Fees are negotiable and vary based on account size and investment strategy. The maximum annual management fee will not exceed 2%.
Fee Estimator
Location
611 Absinthe Court, Ste. E, Shreveport, LA, 71115
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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.
Learn about disclosures →Employment History
Current Registrations
Wingo Asset Management, LLC
Previous Registrations
Rfg Advisory, LLC
Wealthcare Advisory Partners LLC
Eagle Financial Management Services, LLC
Morgan Stanley
State Registrations2 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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