William Villafranco
William Villafranco is a registered investment advisor at Villafranco Wealth Management, based in Cresskill, NJ, with 29 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 75 clients with $280M 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 | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Cresskill, NJ
Get directionsHistory
Regulatory History (1)
Regulatory
December 2017Other Business Activities
William is a general partner of Northpoint Management LLC and Westvale Capital Partners LLC. He is also the founder of Footprints in the Sand, a trustee for the Virginia B. Toulmin Foundation III and the National Foundation for Facial Reconstruction, and the owner of Humble Yoga LLC.
Employment History
Current Registrations
Villafranco Wealth Management
Previous Registrations
Apb Financial Group, LLCBroker
Trading Services Group, INC.Broker
State Registrations3 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.