William Wadsworth
William Wadsworth is a registered investment advisor at Its Asset Management, L.P., based in North Haven, CT, with 33 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 794 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ITS Asset Management charges a percentage of your account's value as an advisory fee. The maximum annual advisory fee is 2.00% for Dynamic and Global Premier strategies and 1.00% for the Income Plus strategy. The fee can vary based on factors like account size, inception date, or participation in an employer-sponsored retirement plan. PTS Asset Management charges fees based on whether the account is on a platform or not. Non-platform accounts range from 2.25% to a negotiable rate for accounts over $1,000,001. Platform accounts range from 2.00% to a negotiable rate for accounts over $1,000,001.
Location
565 Washington Avenue, Suite 7, North Haven, CT, 06473
Get directionsHistory
Regulatory History (1)
Regulatory
August 2010Other Business Activities
William is a partner in Wadsworth Family LLC since 1996 and a trustee for Wadsworth Family Foundation since 2016. He is also a registered representative with Integrated Financial Planning Services since 2016, spending about 10-20% of his time servicing clients.
Employment History
Current Registrations
Its Asset Management, L.P.
Integrated Financial Planning Services
Integrated Financial Planning ServicesBroker
Previous Registrations
Pts Asset Management
Wadsworth Investment CO., INC.Broker
Wadsworth Investment CO., INC.Broker
Prudential Securities IncorporatedBroker
Everen Securities, INC.Broker
Kemper Financial Services, INC.Broker
State Registrations4 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.