William Frerking is a registered investment advisor at Georgia Advisory Group LLC, based in Alpharetta, GA, 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 Investment Management. Their firm serves 285 clients with $110M 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees are negotiable. Household accounts may be aggregated for breakpoint purposes.
Fee Estimator
Location
2440 Old Milton Pkwy Suite 200, Alpharetta, GA, 30009-3213
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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 Activities
William is the Head of the Board of Stewardship at Living Faith Lutheran Church and coaches football and basketball at Wesleyan School, dedicating about a quarter of his time to the latter. He also owns WAF Enterprises LLC, which currently generates income from drop shipping products on Amazon, and spends a few hours per week on it.
Employment History
Current Registrations
Georgia Advisory Group LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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