William Powers is a registered investment advisor at Quint Capital Management, based in New York, NY, with 14 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 103 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is up to 2% per year, including all sub-advisory fees. Total fees will not exceed 3% of assets. Exceptions to the established fee schedule can be negotiated.
Fee Estimator
Location
230 Park Ave - 361W, New York, NY, 10169
Get directionsHistory
Regulatory History (6)
Judgment / Lien
January 2016Judgment / Lien
April 2015Judgment / Lien
April 2014Judgment / Lien
April 2013Judgment / Lien
April 2012Judgment / Lien
April 2012Other Business Activities
William is the President of J. Lauren Holding Co., Inc. (dba Advanced Data Integration Corp.) since 2012, managing real estate holdings. This takes a few hours per week and no time during regular market hours.
Employment History
Current Registrations
Quint Capital Management
Quint Capital CorporationBroker
Previous Registrations
Davis Securities LLCBroker
Bay Crest Partners, LLCBroker
State Registrations2 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.