William Leete is a CFP-designated registered investment advisor at Monte Financial Group, LLC, based in Guilford, CT, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 434 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Monte Financial Group (MFG) charges an annual management fee based on the value of your portfolio. The maximum fee is 1.00%. This fee is calculated each quarter, in advance, based on the value of your investments at the end of the previous quarter. If MFG delegates management to outside investment managers or ETFs, you'll pay their fees in addition to MFG's management fee.
Location
30 Long Hill Road, Guilford, CT, 06437
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Regulatory History
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.
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William is a share owner in Leete Brothers Inc and Leete Associates Inc, S corps that own property leased to cottage owners, dedicating minimal time. He is also the treasurer of Shoreline Networking Associates & Professionals (SNAP), a networking group for professionals, dedicating minimal time.
Employment History
Current Registrations
Monte Financial Group, LLC
Previous Registrations
Park Avenue Securities LLC
LPL Financial LLC
UBS Financial Services INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.