Billy Estes is a registered investment advisor at &partners, based in Columbia, SC, with 21 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
928 Washington St., Columbia, SC, 29201
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Regulatory History (1)
Customer Dispute
March 2020Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Edward Jones
Edward JonesBroker
Ast Investment Services, INC.
Prudential Annuities Distributors, INCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations22 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.