William Riggs
William Riggs is a registered investment advisor at Strategic Wealth Partners LLC, based in North Charleston, SC, 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, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 212 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Wealth Partners charges a percentage of your portfolio's value each year. This fee covers the services of your financial professional and SWP. If third-party managers are used, their fees are also covered, up to a maximum total annual fee of 2.50%. A minimum annual household fee of 1.00% applies to all advisory relationships. The specific fee schedule is documented in your advisory agreement.
Location
North Charleston, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Strategic Wealth Partners LLC
Previous Registrations
Advisor Share Wealth Management, LLC
Foundations Investment Advisors LLC
Vanguard Marketing CorporationBroker
State Registrations3 states
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.