William Eaton is a registered investment advisor at Rpg Family Wealth Advisory, LLC, based in Burlington, MA, with 17 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 565 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPg Family Wealth Advisory's investment advisory fees are based on the value of your portfolio and range from 0.25% to 1.50% per year. The exact fee is negotiated based on the size and complexity of your account. Some clients may have different fee schedules. If FWA uses third-party investment managers, the total fee you pay, including FWA's fee and the manager's fee, will generally not exceed 2.50% annually.
Location
25 Burlington Mall Road, Suite 404, Burlington, MA, 01803
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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.