Firm Information
Compensation
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Assets Under Management
Fee Structure
Cadaret Grant offers both wrap fee and non-wrap fee options within its Contour program. Wrap fee accounts include all transaction costs in a single fee, while non-wrap accounts charge advisory fees plus separate transaction fees. The total fee consists of a program fee, an advisory fee (negotiated with your IAR, not exceeding 2.25% in APM and 2.00% in FSP, SMA and UMA, except for annuity subaccount management in APM, where it will not exceed 1%), and a manager fee (for FSP, SMA, and UMA programs, ranging from 0.00% to 0.75%). Fees are billed monthly or quarterly in advance, based on the fair market value of your assets. Householding of accounts may be available for a lower fee.
Areas of Practice
Advisor Information
Office location
100 Madison Street, Suite 1300, Syracuse, NY, 13202
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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.
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William is an advisory board member for Haven Tower, owner of Morrissey Strategic Consulting LLC, and a board member for Big Brother Big Sisters of San Diego. These activities require minimal time commitment and are not investment-related.