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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,021 clients with $3.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FFS offers several investment management programs. Fees are determined separately for each account and are negotiable, based on factors like assets under management, account structure, and services provided. Fees are generally a percentage of assets under management and can be charged quarterly or monthly, in advance or arrears.
Independence Advisory accounts typically do not exceed 2.50% annually. The Managed Portfolio Program has a fee of 1.65% annually. FCMS Private Wealth Solutions fees do not exceed 1.70% of the first $1,000,000 and 1.40% thereafter, annually. Nationwide Variable Annuity fees do not exceed 1.50% annually.
Some programs have minimum account balances and additional custodial fees that could result in an effective rate greater than the stated percentage.
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.