William Haynes
William Haynes is a CFP-designated registered investment advisor at Haynes Investment Advisors LLC, based in Incline Village, NV, with 4 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, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Annual fee of 1.20% is negotiable based on criteria such as historical relationship, account composition, and asset amount.
Fee Estimator
Location
Incline Village, NV
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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 registered as an Investment Advisor Representative with AMC Wealth Management, LLC since 2021. He will remain registered with AMC during the transition of his business.
Employment History
Current Registrations
Haynes Investment Advisors LLC
Amc Wealth Management, LLC
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.
Exams
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