William Milligan is a PFS-designated registered investment advisor at Wealth Management Advisors, LLC, based in Shallotte, NC, with 13 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Fees may be negotiated or waived in the Adviser’s discretion.
Fee Estimator
Location
4705 Main Street, Shallotte, NC, 28470
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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 →Other Business Activities
William is the president of W. Davis Milligan, CPA, PA, a non-investment-related business. He dedicates nearly full-time hours working with clients on tax, accounting, and financial matters since 1984.
Employment History
Current Registrations
Wealth Management Advisors, LLC
State Registrations1 state
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