William Rice is a registered investment advisor at Anchor Capital Advisors LLC, based in Boston, MA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 543 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% |
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.