William Webster
William Webster is a CFP-designated registered investment advisor at Cfo Capital Management, LLC, based in Old Saybrook, CT, with 53 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 295 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFO Capital Management's fees for managing your investments are a percentage of the value of your portfolio. The annual management fee ranges from 0.7% to 1.9%, depending on your investment goals and the advisor managing your account. This fee is negotiated individually and documented in an agreement. CFO only manages accounts where they have the authority to make trades without asking you first. The fees are collected quarterly. You can always terminate your contract with CFO.
Location
Old Saybrook, CT
Get directionsHistory
Regulatory History (7)
Employment Separation After Allegations
June 2010Customer Dispute
March 2009Customer Dispute
December 2008Customer Dispute
April 2008Customer Dispute
April 2008Customer Dispute
October 2002Regulatory
November 1991Other Business ActivitiesSells Insurance
William is the owner and trustee of the Webster Family Foundation since 2002. He is also a licensed insurance agent with William O Webster Independent Insurance since 1979, selling non-variable insurance.
Employment History
Current Registrations
Cfo Capital Management, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Westport Resources Investment Services, INC.Broker
Westport Resources Management INC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Blyth Eastman Dillon & CO. IncorporatedBroker
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.