William Reeve is a CFA, CFP-designated registered investment advisor at Kastel Capital Advisors, LLC, based in Wellesley, MA, with 9 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 67 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.60% |
Fees are negotiable. Certain clients may be subject to a legacy fee schedule that may differ from the one above.
Fee Estimator
Location
40 Grove Street, Suite 190, Wellesley, MA, 02482
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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's primary occupation is a partner in a tax and accounting firm. He is also a registered representative with Island Light Capital.
Employment History
Current Registrations
Kastel Capital Advisors, LLC
Previous Registrations
Island Light Capital
Asset Strategy Advisors, LLC
State Registrations1 state
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