WR
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
17 advisors
Number of Clients
543 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$2.4B
Fee Structure
Minimum Investment:$1M
The firm charges a fee based on a percentage of assets under management. The more assets you have in your account, the more you will pay in fees. This fee includes wealth management advice and strategy implementation. Clients may also incur transaction fees and custody fees. The firm accepts clients with a minimum of $1 million of investible assets.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
One Post Office Square, Boston, MA, 02109-2103
Get directionsRegulatory History (1)
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Regulatory
September 2023Final
Other Business Activities
William is the Vice Chairman and Treasurer of the Ocean Reef Chapel Foundation and Ocean Reef Chapel, Inc. He is also the Treasurer/Director of the Protestant Congregation of Ocean Reef.
Employment History
Current Registrations
Anchor Capital Advisors LLC
May 1992 - Present · 33 yrs 8 mos
Previous Registrations
Anchor/russell Capital Advisors LLC
April 1994 - January 2013 · 18 yrs 9 mos
State Registrations2 states
FLMA
Advisor
Exams
No exam information available for this advisor.