William Howard
William Howard is a CFP, ChFC-designated registered investment advisor at Durant Wealth Mgmt Advisory Services, based in Mooresville, NC, with 22 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 16 clients with $3M 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 $100K | 1.25% |
| $100K - $200K | 1.00% |
| $200K - $400K | 0.80% |
| $400K - $600K | 0.75% |
| $600K - $1.0M | 0.70% |
| $1M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
Mooresville, NC
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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 ActivitiesSells Insurance
William is involved with Howard Financial Services, focusing on insurance placement and preparing tax returns for 50-70 clients. He also builds custom decks and small projects through Bill Howard Construction.
Employment History
Current Registrations
Durant Wealth Mgmt Advisory Services
Previous Registrations
Fsc Securities Corporation
Advantage Capital Corporation
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.