William Mcvay is a CFP, ChFC-designated registered investment advisor at Red Tortoise, based in Atlanta, GA, with 12 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, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 64 clients with $320M 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 | 1.00% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances. Red Tortoise will never charge an annualized fee in excess of 3.00% of assets under management.
Fee Estimator
Location
5555 Glenridge Connector, Ste. 200, Atlanta, GA, 30342
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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 an Independent Trustee of the AdvisorShares ETF Trust, dedicating minimal time to this role. He is also the owner and managing member of RDK Strategies, LLC, which is currently dormant and no longer provides business management or investment-related services.
Employment History
Current Registrations
Red Tortoise
Previous Registrations
Rdk Strategies, LLC
State Registrations2 states
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