William Armfield
William Armfield is a registered investment advisor at Independent Advisor Alliance, LLC, based in High Point, NC, with 18 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 45,002 clients with $17B 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 | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable and may vary based on account size, complexity, and services included.
Fee Estimator
Location
1501 North Main Street, Suite 101, High Point, NC, 27262
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2020Other Business ActivitiesSells Insurance
William is on the board of directors for the High Point University Panther Club and uses Armfield Wealth Management, Inc. for tax purposes. He also operates under the DBA Armfield Wealth for his RIA business, dedicating nearly all of his time to it, and sells fixed insurance.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Edward Jones
Edward JonesBroker
State Registrations3 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.
Exams
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