William King
William King is a CFP-designated registered investment advisor at Core Advisory Group, based in Rock Hill, SC, 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 Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,163 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CORE Advisory Group offers investment management services for a fee based on a percentage of your portfolio. The maximum annual fee is 2.0%, but the specific rate is negotiable. CORE also offers a wrap fee program where all transaction costs are included in a single annual fee. Clients may also invest in third-party managed accounts, which may have their own fees. CORE advisors may utilize model portfolios created by CORE's Chief Investment Officer. CORE also offers CIO managed portfolio services for clients requiring more portfolio customization.
Location
744 Arden Lane, Suite 175, Rock Hill, SC, 29732
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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 ActivitiesSells Insurance
William is involved in several business activities, including King Wealth Partners (selling non-variable insurance and as a DBA for LPL business), King Commercial Group (real estate rental), CORE Advisory Group (investment advisory services and DBA for LPL business), and CORE Tax Advisors (tax preparation/accounting/CPA). He spends a significant amount of time on these activities, including full-time hours on investment advisory services.
Employment History
Current Registrations
Core Advisory Group
LPL Financial LLCBroker
Previous Registrations
Independent Advisor Alliance, LLC
Hornor, Townsend & Kent, INC.Broker
State Registrations2 states
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