William Hollan is a CFP-designated registered investment advisor at Arbor Investment Advisors, based in Winston Salem, NC, with 14 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 426 clients with $1.1B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $15.0M | 0.40% |
| $15M+ | 0.40% |
Fees negotiable for balances above $15,000,000. For clients with less than $1,000,000, the advisory fee is 1.25%.
Fee Estimator
Location
300 South Main Street, Winston Salem, NC, 27101
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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
Arbor Investment Advisors
State Registrations2 states
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