Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on the investment strategy/platform used and the amount due to the investment advisor representative. The total fee ranges from 1.25% to 2.50% annually. Financial planning is billed hourly at $150.00 per hour, with a one-hour minimum. Fees may be negotiable in certain circumstances. The firm may recommend third-party advisors for services outside their expertise.
Areas of Practice
Advisor Information
Office location
2 Bridge Ave, Bldg 2 - 4 Fl, Red Bank, NJ, 07701
Get directionsRegulatory History (6)
Customer Dispute
June 2013Regulatory
June 2004Regulatory
May 1994Regulatory
September 1992Customer Dispute
January 1992Regulatory
October 1990Other Business ActivitiesSells Insurance
William is involved in numerous investment-related activities, including serving as Secretary for Netw1 Fin China, Inc. and Netw1 Fin Digital Assets, Inc., and as VP/CFO for Nat'l Fin Svcs Grp, Inc. He also serves as VP, CFO, and Agent for Netw1 Fin Assur., selling life insurance and variable annuities, dedicating about 10-20% of his time to this.