William Hayne is a registered investment advisor at Strategic Advisers LLC, based in Merrimack, NH, with 32 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, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Two Contra Way, Merrimack, NH, 03054-4334
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is the VP of Granite State Wheelers, a bicycle club, since 2018. He spends minimal time on this activity, approving expense forms and participating in quarterly board meetings.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
Naples Ais, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Northern Trust Securities, INC
Northern Trust Securities, INC.Broker
Nylife Distributors LLCBroker
New York Life Investment Management LLC
Prudential Investments LLC
Prudential Investment Management Services LLCBroker
Prudential Securities IncorporatedBroker
Scudder Investor Services, INC.Broker
The Benham GroupBroker
State Registrations52 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.