William Hutchens is a CFA-designated registered investment advisor at Mariner, based in Concord, NH, 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 55,512 clients with $130B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.
Fee Estimator
Location
15 North Main St., Ste. 300, Concord, NH, 03301
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Regulatory History (1)
Regulatory
May 2006Employment History
Current Registrations
Mariner
Previous Registrations
Granite Investment Advisors, LLC
Hutchens Investment Management INC
Hutchens Investment Management INC
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.
Exams
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