William Prendergast is a registered investment advisor at Altfest Personal Wealth Management, based in New York, NY, with 20 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 695 clients with $1.8B 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 $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
For portfolios below $2,000,000, there will be a minimum advisory fee administered equivalent to one tenth of one percent (.10) in addition to the fee schedule above. Fees can be negotiated.
Fee Estimator
Contact
William Prendergast
Location
116 John Street, Suite 1120, New York, NY, 10038
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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.
Learn about disclosures →Employment History
Current Registrations
Altfest Personal Wealth Management
State Registrations3 states
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.