William Jameson Mcfadden
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WSCM offers a wrap-fee program where advisory, custody, and brokerage services are bundled into a single annual fee based on portfolio value. Fees are subject to negotiation but are based on an annualized rate of up to 1.5%. Fees vary based on client type, pre-existing relationships, assets under management, and service requirements. Clients may incur additional expenses such as mutual fund fees and certain brokerage-related fees.
Areas of Practice
Advisor Information
Office location
60 Broad Street, 39th Floor, New York, NY, 10004
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No disclosures, customer disputes, or regulatory actions on file.
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William holds multiple positions, including portfolio management at Capital Management Associates, managing director at Wellington Shields Capital Management, and president/CEO of Capital Management Investment Trust. He also consults for McFadden Farm and Flowers Foods, dedicating minimal time to each.