William Smith is a registered investment advisor at Blaine Capital, LLC, based in New York, NY, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 12 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blaine Capital's investment management fee ranges from 0.50% to 1.50% annually, depending on the size and complexity of your relationship. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions, and other complexities may be charged a higher fee. Fees may be negotiable.
Location
48 Wall Street, Suite 1100, New York, NY, 10005
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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 →Employment History
Current Registrations
Blaine Capital, LLC
Previous Registrations
Blaine Capital, LLC
Wall Street Access Asset Management, LLC
Sam Advisors, LLC
Sam Advisors, LLC
Smith Asset Management, INC.
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.