William Rice
William Rice is a registered investment advisor at Anchor Capital Advisors LLC, based in Boston, MA, with 34 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 524 clients with $2.4B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable. Charitable accounts may receive a 10% discount. For accounts of $20 million or more, the fee schedule is inclusive of all financial planning services.
Fee Estimator
Location
One Post Office Square, Boston, MA, 02109-2103
Get directionsHistory
Regulatory History (1)
Regulatory
September 2023Other Business Activities
William is the Vice Chairman and Treasurer of the Ocean Reef Chapel Foundation and Ocean Reef Chapel, Inc. He is also the Treasurer/Director of the Protestant Congregation of Ocean Reef.
Employment History
Current Registrations
Anchor Capital Advisors LLC
Previous Registrations
Anchor/russell Capital Advisors LLC
State Registrations2 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.
Exams
More Advisors
- Alison Goodrich, CFPAnchor Capital Advisors LLC
- Alexander Waesche, CFAAnchor Capital Advisors LLC
- Tigran Navasardian, CFAAnchor Capital Advisors LLC
- Michael Serchen, CFPAnchor Capital Advisors LLC
- Andrew Martin, CFAAnchor Capital Advisors LLC
- Paul Scleparis, CFAScs Capital Management LLC