William Armfield
William Armfield is a registered investment advisor at Independent Advisor Alliance, LLC, based in High Point, NC, with 17 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
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.