William Amick
William Amick is a CFP-designated registered investment advisor at Wingstem Wealth, LLC, based in West Columbia, SC, with 13 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, High Net Worth, Investment Management, and 1 more. Their firm serves 83 clients with $75M 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 | 1.40% |
The maximum annual fee is 1.4%, charged quarterly. Fees are negotiable and may be lower than this maximum.
Fee Estimator
Location
West Columbia, SC
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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 an insurance agent for Wingstem Services, Inc. since 2016, selling life, health, disability, annuities, and long-term care insurance, dedicating full-time hours to this. He also dedicates minimal time to Ducks Unlimited Inc., Covey Call LLC, Amick & Associates, and L.G. Goldstein.
Employment History
Current Registrations
Wingstem Wealth, LLC
Private Client Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.