William Wieters is a registered investment advisor at Colonial Trust Advisors, INC., based in Charleston, SC, with 7 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 934 clients with $1.7B 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.50% |
| $7M+ | 0.38% |
Fees may be negotiable. Minimum annual fixed fee is $1,000.
Fee Estimator
Location
578 East Bay Street, Suite B, Charleston, SC, 29403
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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 employed by Colonial Trust Company as a Trust Officer, where he is involved in investment management and fiduciary decision-making. He spends about a quarter of his time on this role, with the remaining time dedicated to Colonial Trust Advisors, Inc.
Employment History
Current Registrations
Colonial Trust Advisors, INC.
Previous Registrations
Wachovia Securities, LLC
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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