WM
WM
William Mccollum
20 Years of Experience
Shreveport, LA
1 Disclosure
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 Financial Planning & Coaching, Retirement Planning.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.00% |
| $10M+ | 2.00% |
Fees are negotiable, but will not exceed 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
611 Absinthe Court, Ste. E, Shreveport, LA, 71115
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
August 2025Employment History
Current Registrations
Wingo Asset Management, LLC
August 2025 - Present · 8 mos
Previous Registrations
Rfg Advisory, LLC
September 2024 - August 2025 · 11 mos
Wealthcare Advisory Partners LLC
May 2022 - September 2024 · 2 yrs 4 mos
Eagle Financial Management Services, LLC
June 2007 - July 2022 · 15 yrs 1 mo
Morgan Stanley
August 2005 - January 2007 · 1 yr 5 mos
State Registrations1 state
LA
Advisor
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
No exam information available for this advisor.