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William Wadsworth

Its Asset Management, L.P.
34 Years of Experience
Lighthouse Point, FL
1 DisclosureBroker
View SEC Summary
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William Wadsworth is a registered investment advisor at Its Asset Management, L.P., based in Lighthouse Point, FL, with 34 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 598 clients with $300M in assets under management.

Its Asset Management, L.P.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
598 clients
Average Client Portfolio
$498K average
Assets Under Management
$297.8M

Fee Structure

Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.00% for Dynamic and Global Premier programs, and 1.00% for Income Plus. PTS Asset Management uses tiered schedules ranging up to 2.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Lighthouse Point, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2010
Final
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Other 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.
November 2021 - Present · 4 yrs 11 mos
Integrated Financial Planning ServicesBroker
December 2016 - Present · 9 yrs 10 mos
Integrated Financial Planning Services
December 2016 - Present · 9 yrs 10 mos
Previous Registrations
Pts Asset Management
October 2011 - October 2021 · 10 yrs
Wadsworth Investment CO., INC.Broker
November 1996 - December 2016 · 20 yrs 1 mo
Wadsworth Investment CO., INC.Broker
October 1996 - November 1996 · 1 mo
Prudential Securities IncorporatedBroker
August 1995 - October 1996 · 1 yr 2 mos
Everen Securities, INC.Broker
October 1993 - June 1995 · 1 yr 8 mos
Kemper Financial Services, INC.Broker
December 1991 - April 1993 · 1 yr 4 mos
State Registrations4 states
CTFLMENY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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