William Gleavy is a registered investment advisor at Kaizen Retirement Plan Advisors, LLC, based in Quincy, MA, with 31 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, Retirement Planning. Their firm serves 26 clients with $160M 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% |
Fees range from 0.05% to 1.00% annually depending on asset size, plan complexity, and number of meetings. Clients may alternatively choose a flat dollar fee.
Fee Estimator
Location
Quincy, MA
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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
Kaizen Retirement Plan Advisors, LLC
Previous Registrations
Members Capital Advisors, INC.
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Charles Schwab & CO., INC.Broker
Fidelity Brokerage Services, INC.Broker
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.
Exams
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