William Cox is a registered investment advisor at Cox Capital Management LLC, based in Andover, MA, with 21 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 216 clients with $360M in assets under management.
Compensation
Firm Size
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Fee Structure
Cox Capital Management's fee for managing your investments typically ranges from 0.20% to 1.00% per year. The specific fee depends on factors like the size of your account and the complexity of your portfolio. Fees are billed quarterly based on the value of your account on the last day of the quarter. Employees and their family-related accounts are charged a reduced fee.
Location
10 New England Business Center Drive, Suite #102, Andover, MA, 01810
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cox Capital Management LLC
State Registrations4 states
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