William Patrick Fair
Advisor at AP Wealth Management — Augusta, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
23 years
Location
Augusta, GA 30909
AP Wealth Management
Team
Total advisors
5Clients per advisor
54 TypicalAvg AUM per client
$1,222,622 TypicalHNW client ratio
51% HighWilliam Fair is a CFP® professional with 22 years of industry experience. He has worked at AP Wealth Management since 2011 and previously was affiliated with Augusta Capital Investors, LLC and Augusta Capital Management, LLC. Fair holds Series 63 and Series 65 licenses and maintains a non-variable insurance license outside of his advisory role. AP Wealth Management is a team-based firm serving high-net-worth individuals, families, and institutional clients with fee-only financial planning and investment management. The firm employs a multi-bucket asset allocation strategy across a range of investment vehicles and provides specialized services including ERISA 3(38) investment management and participant education for qualified plans.
Based on AP Wealth Management
Based on AP Wealth Management
Financial planning fees start at $5,000; flat fees also charged for advisory services to qualified retirement plans
Up to 1.45% annually (negotiable)
Account minimum: $1,000,000 Fee-only: Fee-only financial planning and investment management services; comprehensive financial planning starts at $5,000 (may be waived if ongoing wealth management services engaged)
Augusta, GA
1100 Frazier Drive
Augusta GA 30909
Advisors at this office
5
Georgia · South Carolina · Texas
23 years of industry experience
Augusta Capital Investors, LLC
2013 - 2019 • 6 years
Augusta, GA
Augusta Capital Management, LLC
2013 - 2018 • 5 years
Augusta, GA
AP Wealth Management, LLC
2011 - Present • 15 years
Augusta, GA
First Citizens Asset Management, Inc
2009 - 2010 • 1 year
Raleigh, NC
Wells Fargo Clearing
2005 - 2009 • 4 years
Citigroup Global Markets
2002 - 2005 • 3 years
Aiken, SC
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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.
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