Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees can be hourly ($125-$350/hour) or fixed (between $0 and $15,000), depending on the complexity of the plan and are negotiable. Asset management fees generally range from 0.50% to 2.00% per year, based on the account size and complexity. Any fee above 2% must be approved by compliance. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
9 Vernon St., Framigham, MA, 01701
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is the Owner/Regional Director of Bill Bonk Insurance Marketing (BBIM), an independent insurance wholesaler, dedicating full-time hours to this role. He also owns Bonk Realty, LLC and manages a commercial property, spending minimal time on this activity.