William Smith
William Smith is a CFP-designated registered investment advisor at Wealthway Financial Advisors, based in Norfolk, VA, with 2 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 166 clients with $250M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be adjusted based on account complexity, number of accounts, family aggregation, and services provided. Individual schedules may be compressed for assets exceeding $2 million. A minimum quarterly fee of $1,250 applies.
Fee Estimator
Location
440 Monticello Ave, Suite 1620, Norfolk, VA, 23510
Get directionsHistory
Regulatory History (1)
Criminal
August 2018Employment History
Current Registrations
Wealthway Financial Advisors
State Registrations2 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.
Exams
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