Advisor at The Fiduciary Alliance
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Firm
The Fiduciary Alliance
Location
Charlotte, NC 28211
Credentials
Series 63, Series 65
Industry experience
20 years
William Grasty is a financial advisor at The Fiduciary Alliance with 20 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Lakeview Capital Partners / Bison Wealth, LLC for 11 years. In addition to his advisory role, he is an independent licensed insurance agent specializing in life, accident, and health insurance. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as to other investment advisers. The firm employs a client-specific investment approach and operates through multiple divisions and a network of representatives who may use their own business names under firm supervision.
Based on The Fiduciary Alliance
Based on The Fiduciary Alliance
Financial planning fixed fee between $500 and $40,000, negotiable
$0 - $150,000: $150,000+: Up to 2.00% annually, negotiable, blended tiered fee schedule applied to daily average account value
Commissions received from sale of securities and insurance products by registered representatives, including trail fees from mutual funds
Financial planning hourly fee $350 per hour, negotiable
Performance-based fees (carried interest) up to 25% of profits on specific alternative investments, calculated and paid at the end of the holding period
Account minimum: $150,000 Fee-only: Financial planning fixed fees from $500 up to $40,000 (negotiable); hourly financial planning fees at $350 per hour (negotiable); estate planning fees $1,000 - $3,000 (negotiable)
532 Governor Morrison St, Suite 200
Charlotte, NC 28211
North Carolina
The Fiduciary Alliance
2024 - Present (2 years)
Lakeview Capital Partners / Bison Wealth, Llc
2013 - 2024 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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