WM
WM
William Mccartin
25 Years of Experience
Pottstown, PA
1 Disclosure
William Mccartin is a registered investment advisor at First Financial Security, LLC, based in Pottstown, PA, 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. Their firm serves 25 clients with $9.6M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
25 clients
Average Client Portfolio
$384K average
Assets Under Management
$9.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1976 East High Street, Pottstown, PA, 19464
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2002Closed-No Action
Employment History
Current Registrations
First Financial Security, LLC
June 2000 - Present · 25 yrs 11 mos
State Registrations1 state
PA
Advisor
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
No exam information available for this advisor.