William Liberti is a registered investment advisor at Wealth Effects, based in Boston, 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 Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 602 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Effects charges a fee based on the value of your portfolio, up to 1.50% annually. The exact fee depends on the complexity of your situation, the amount you invest, and your overall relationship with Wealth Effects. Fees are paid monthly, in advance. The firm may also recommend insurance products, from which they earn commissions.
Location
265 Franklin Street, Suite 1702, Boston, MA, 02110
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Regulatory History (1)
Customer Dispute
May 1999Other Business Activities
William teaches sailing to children at the Essex Bay Sailing Club and serves as treasurer and board member. This takes a few hours per week and is uncompensated.
Employment History
Current Registrations
Wealth Effects
Previous Registrations
Coburn & Meredith, INC.
Coburn & Meredith, INC.Broker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
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.