William Branch is a registered investment advisor at Northstar Fiduciary Partners, LLC, based in Waxhaw, NC, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 185 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally a flat 1% of assets under management. Fees may be negotiable in certain limited circumstances.
Fee Estimator
Location
Waxhaw, NC
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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 →Employment History
Current Registrations
Northstar Fiduciary Partners, LLC
Previous Registrations
Millennium Investment and Retirement Advisors, LLC
Millennium Investment and Retirement Advisors, LLC
Presidium
Fiduciary Advisors, LLC
Thrivent Investment Management INC.
State Registrations1 state
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
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