William Petty is a registered investment advisor at Estabrook Capital Management LLC, based in New York, NY, with 25 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, Socially Responsible Investing. Their firm serves 771 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable. Minimum account size is $500,000.
Fee Estimator
Location
900 Third Avenue, Suite 502, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Estabrook Capital Management LLC
Previous Registrations
Estabrook Capital Management
State Registrations1 state
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