| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor.
One Park Place, Suite 2 Unit C, 11 Memorial Dr., Plymouth, MA, 02360
Get directionsNo 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 →William owns William Driscoll Insurance Inc. and sells insurance products, dedicating about 10-20% of his time. He also works as an actor/singer/performer (minimal time), owns residential rental properties (about 10-20% of his time), and works as a FINRA dispute resolution arbitrator/consultant (about 10-20% of his time).