William Kearney
William Kearney is a registered investment advisor at Crown Private Wealth, LLC, based in Mooresville, NC, with 10 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 2 more. Their firm serves 133 clients with $48M 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 | 1.95% |
Maximum annual fee. Standard annual fee is typically lower and is negotiable.
Fee Estimator
Location
132 Joe Knox Avenue, Suite 104, Mooresville, NC, 28117
Get directionsHistory
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 the owner of Integrated Financial Concepts, LLC, dedicating minimal time to business management. He is also the co-founder and insurance agent at Crown Insurance Advisors, LLC, spending a few hours per week selling and servicing insurance products, and co-founder of Crown Advisors, LLC, spending full-time on business management.
Employment History
Current Registrations
Crown Private Wealth, LLC
Previous Registrations
Virtue Capital Management, LLC
Horter Investment Management, LLC
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.