William Kessler
William Kessler is a ChFC-designated registered investment advisor at Founders Financial Securities, LLC, based in Athol, MA, with 38 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 9,870 clients with $4.1B 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 $1.0M | 1.70% |
| $1M+ | 1.40% |
Fees vary by program and are negotiable. Maximum rates reach up to 2.75% depending on the specific program selected. The schedule reflects Private Wealth Solutions tiers; other programs charge flat percentage rates up to 2.75%.
Fee Estimator
Location
2070 Main Street, Athol, MA, 01331
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2019Other Business ActivitiesSells Insurance
William owns Kessler Investments, dedicating full-time hours to the sale of fixed insurance products. He also owns rental property, serves as a trustee for Athol Savings Bank, and is a District Deputy Grand Master for the Grand Lodge of Massachusetts.
Employment History
Current Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Previous Registrations
Intersecurities, INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations9 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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