William Masucci
William Masucci is a registered investment advisor at Royale Asset Management LLC, based in Rochester, NY, with 19 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, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Royale Asset Management's fees are fixed and determined based on the complexity of the client's financial situation, not solely on the amount of assets managed. These fees generally range from $32,000 to $225,000 annually. The asset management aspect of RAM's services is often a smaller part of the overall work performed, which includes strategy management and monitoring.
Location
Rochester, NY
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Regulatory History (7)
Regulatory
February 2000Regulatory
January 1999Regulatory
December 1998Regulatory
October 1997Civil
September 1990Regulatory
December 1989Regulatory
August 1989Employment History
Current Registrations
Royale Asset Management LLC
Previous Registrations
H.J. Meyers & CO., INC.Broker
Alison, Baer Securities INC.Broker
Monmouth Investments, INC.Broker
Allied Capital Group, INC.Broker
Graystone Nash, INC.Broker
The Stuart-James Company, INC.Broker
Shearson Lehman Brothers INC.Broker
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.