William Mccullough is a ChFC-designated registered investment advisor at Mcc Wealth, based in Atlanta, GA, with 5 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 7 clients with $870K 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 $350K | 1.20% |
| $350K - $750K | 1.10% |
| $750K - $1000K | 0.95% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Location
3715 Northside Pkwy Nw, Bldg 100, Ste 500, Atlanta, GA, 30327
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 owns MCC Wealth, a financial services business, dedicating full-time hours to it. He also works as an insurance agent for MCC Risk Agency, selling life, disability, fixed annuities, and long-term care insurance for a few hours per week.
Employment History
Current Registrations
Mcc Wealth
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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.