Willard Foley is a registered investment advisor at &partners, based in Longboat Key, FL, with 41 years of industry experience. Willard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B 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 | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Location
Longboat Key, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2010Customer Dispute
May 2003Customer Dispute
September 1997Other Business Activities
Willard has 50% ownership in Strazzella Foley Partners and rental property with his spouse, dedicating no time to either. He is also an executive producer at Four Eighteen Films LLC, a film production company, but dedicates no time to this activity either.
Employment History
Current Registrations
&partners
&partnersBroker
&partners
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
First Union Capital Markets CORP.Broker
Butcher & Singer INC.Broker
State Registrations19 states
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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