Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.75% |
Fees for accounts over $1,000,000 are negotiable.
Fee Estimator
ITS Asset Management charges an annual advisory fee, not exceeding 2.00%, calculated as a percentage of the managed account's total asset value. The fee rate can vary based on factors like account inception date, asset size, or participation in employer-sponsored retirement plans. Fees are generally non-negotiable but may be considered in select circumstances. PTS Asset Management has a different fee schedule for non-platform accounts (see table below). The minimum account size for ITS is $30,000, but it may be waived. PTS Asset Management's minimum is negotiable, but they encourage accounts of $50,000 or more.
Areas of Practice
Advisor Information
Office location
565 Washington Avenue, Suite 7, North Haven, CT, 06473
Get directionsRegulatory History (1)
Regulatory
August 2010Other Business Activities
William is a partner in Wadsworth Family LLC since 1996 and a trustee for Wadsworth Family Foundation since 2016. He is also a registered representative with Integrated Financial Planning Services since 2016, spending about 10-20% of his time servicing clients.