William Muggia
William Muggia is a registered investment advisor at Westfield Capital Management Company, L.P., based in Boston, MA, 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 High Net Worth, Investment Management. Their firm serves 975 clients with $24B 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 $25.0M | 0.65% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $75.0M | 0.55% |
| $75M+ | 0.50% |
Schedule shown is for the Large Cap Growth Equity Strategy. Other strategies have different fee schedules. Absolute Return Strategy charges 1.00% per year on net asset value plus 20% of aggregate net profits.
Fee Estimator
Location
One Financial Center, Boston, MA, 02111
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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
Westfield Capital Management Company, L.P.
Previous Registrations
Westfield Capital Management Company, LLC
State Registrations1 state
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