WS
CFP
WS
CFP
William Smith
2 Years of Experience
Norfolk, VA
1 Disclosure
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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 166 clients with $250M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
166 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$245.6M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Individual fee schedules may be compressed for assets under management exceeding $2 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
440 Monticello Ave, Suite 1620, Norfolk, VA, 23510
Get directionsHistory
Regulatory History (1)
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Criminal
August 2018Final Disposition
Employment History
Current Registrations
Wealthway Financial Advisors
November 2023 - Present · 2 yrs 5 mos
State Registrations2 states
NCVA
Advisor
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
No exam information available for this advisor.