William Hardaway
William Hardaway is a CFP, PFS-designated registered investment advisor at Websterrogers Financial Advisors, LLC, based in Florence, SC, 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 Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 328 clients with $460M 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 | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees, account minimums, and their applications to family relationships are negotiable in certain circumstances.
Fee Estimator
Location
1411 Second Loop Road, Florence, SC, 29505-2801
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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 works as a tax associate at WebsterRogers, LLP since July 2013. This activity takes about half of his time.
Employment History
Current Registrations
Websterrogers Financial Advisors, LLC
State Registrations1 state
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