William Parkey is a registered investment advisor at Advocacy Wealth Management, LLC, based in Somerset, KY, with 11 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 1,487 clients with $2.1B 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 $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable above $3,000,000. The firm can charge a maximum fee up to 2% under certain circumstances.
Fee Estimator
Location
515 E. Racetrack Rd, Somerset, KY, 42503
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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 →Other Business Activities
William is the President of Zipliens Companies, LLC, a medical lien resolution company, dedicating about half his time. He is also the Managing Partner of Panoptic Insurance Group, LLC (DBA Panoptic Settlement Solutions, LLC), focusing on structured settlements, and a Managing Member of Zip Solutions, LLC (DBA FileFilter), a technology company, dedicating minimal time to each.
Employment History
Current Registrations
Advocacy Wealth Management, LLC
Previous Registrations
Advocacy Wealth Management, LLC
Meridian Wealth Management, LLC
Panoptic Financial Group, LLC
Council Settlement Group
Meridian Wealth Management, LLC
State Registrations1 state
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