William Culp is a CFA, CFP-designated registered investment advisor at Tagstone Capital, INC., based in Charlotte, NC, with 8 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38 clients with $370M 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 - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.65% |
| $6.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.42% |
| $25M+ | 0.40% |
Fees are negotiable. Account values of family members and related entities will be aggregated to determine the applicable advisory fee.
Fee Estimator
Location
6135 Park South Drive, Suite 597, Charlotte, NC, 28210
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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
Tagstone Capital, INC.
Previous Registrations
Tagstone Capital, INC.
State Registrations1 state
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