William Yandow is a registered investment advisor at Monadnock Capital Partners, LLC, based in Newton, MA, with 30 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 18 clients with $47M 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 | 2.00% |
For eligible qualified investors, clients will only pay a performance fee equal to 20% of the gain, both realized and unrealized, earned in the client account each calendar year. Any net annual loss will be carried forward and netted out against subsequent gains before any new performance fees are paid.
Fee Estimator
Location
2345 Washington Street, Newton, MA, 02462
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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
Monadnock Capital Partners, LLC
Previous Registrations
O'neil Securities, IncorporatedBroker
Deutsche Bank Securities INC.Broker
Bt Alex. Brown IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
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.