William Bunch is a CFP-designated registered investment advisor at Maze Financial Planning, based in Chapel Hill, NC, with 9 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 30 clients with $60M 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 $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Account sizes may be negotiable under certain circumstances. All accounts for members of the clients’ family (husband, wife and dependent children) will be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
400 Market Street, Suite 105B, Chapel Hill, NC, 27516
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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
Maze Financial Planning
State Registrations1 state
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