William Eaton
William Eaton is a registered investment advisor at Rpg Family Wealth Advisory, LLC, based in Burlington, MA, with 18 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 600 clients with $700M 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 | 0.75% |
Management fees are up to 0.75% per annum based on assets under management and may be negotiable in certain circumstances.
Fee Estimator
Location
25 Burlington Mall Road, Suite 404, Burlington, MA, 01803
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2012Other Business Activities
William is a board member and investment committee member for the North Shore United Way. He also owns a seasonal rental property.
Employment History
Current Registrations
Rpg Family Wealth Advisory, LLC
Previous Registrations
Detwiler Fenton Investment Management LLC
Detwiler Fenton & CO.
UBS Financial Services INC.
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.
Exams
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