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The fee is billed in advance and is negotiable.","source":"WMA ADV 2A BROCHURE, filed 1 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does William Mack & Associates use?","answer":"William Mack & Associates’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $1.03B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does William Mack & Associates have?","answer":"William Mack & Associates has 10 investment adviser representatives registered with state securities authorities, out of 22 employees, and 10 perform investment advisory functions. 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