William Carambelas is a CFP, ChFC-designated registered investment advisor at Alpha Omega Financial, based in Bradenton, FL, with 16 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 87 clients with $190M 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 $250K | 1.40% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $3.5M | 1.00% |
| $3.5M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees for accounts not directly managed range from 0.70% to 1.40%. Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
Bradenton, FL
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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
Alpha Omega Financial
Previous Registrations
Alpha Omega Financial, LLC
Founders Financial Securities, LLC
Founders Financial Securities, LLC
State Registrations4 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.