William Powell
William Powell is a CFP-designated registered investment advisor at Ferguson-Johnson Wealth Management, INC., based in Rockville, MD, with 12 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 196 clients with $270M 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 may be negotiable in some cases. Bundled investment advisory and financial planning services are typically only available to clients meeting a $500,000 minimum of assets managed by the firm.
Fee Estimator
Location
51 Monroe St., Suite Pe 25, Rockville, MD, 20850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ferguson-Johnson Wealth Management, INC.
State Registrations2 states
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