William Scott is a CFP-designated registered investment advisor at Waypoint Wealth Counsel LLC, based in Atlanta, GA, with 2 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, Insurance Planning, and 2 more. Their firm serves 225 clients with $660M 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Portfolios are subject to a $15,000 minimum annual fee per household which can exceed our highest published 1.0% annual fee rate. Fees are negotiable.
Fee Estimator
Location
3715 Northside Parkway Nw, Building 400, Suite 775, Atlanta, GA, 30327
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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
Waypoint Wealth Counsel LLC
State Registrations1 state
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