William Fisher is a registered investment advisor at LPL Financial LLC, based in Burlington, NC, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3120 S Church St Ste 101, Burlington, NC, 27215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William operates Fisher Wealth Management as a DBA since 2009. He also has a DBA for his LPL business, W Fisher Wealth Management, Inc., dedicating nearly full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Distributors, INC.Broker
Planco Financial Services, LLCBroker
State Registrations26 states
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