William White is a registered investment advisor at Rooks Wealth Advisors, LLC, based in Chattanooga, TN, with 1 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 61 clients with $54M 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 $250K | 1.25% |
| $250K - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees may be negotiable on a case-by-case basis. Fee reductions are offered to family members of associated persons and employees of the firm.
Fee Estimator
Location
412 Georgia Avenue, Suite, 236, Chattanooga, TN, 37403
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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 →Employment History
Current Registrations
Rooks Wealth Advisors, LLC
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
Florida Financial Advisors, LLC
State Registrations2 states
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