William Mccloskey
William Mccloskey is a registered investment advisor at Mccloskey & Associates, P.A., based in Melbourne, FL, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 21 clients with $6.3M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are billed quarterly in arrears. For third-party manager services like Envestnet, fees range from 0.75% to 2.00%.
Fee Estimator
Location
601 E. Strawbride Ave, Suite 101, Melbourne, FL, 32901
Get directionsHistory
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 ActivitiesSells Insurance
William is an independent insurance agent with various insurance agencies, dedicating a few hours per week to this activity. He is also president of Collabrio & Company and Tower Gate Properties, spending minimal time on each of these roles.
Employment History
Current Registrations
Mccloskey & Associates, P.A.
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.
Exams
More Advisors
- Chad Helpling, CFPWells Fargo Advisors
- Nita Grisham, CFPWells Fargo Advisors
- Adam Mark, CFP
- Stephanie Edmunds, CFPMorgan Stanley
- Robert Dale, CFPLPL Financial LLC
- Richard Greenhill, CFP, ChFCFinancial Analytics, LLC