William Burton
William Burton is a CFP-designated registered investment advisor at Crystal Capital Management Corporation, based in Saugus, MA, with 25 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 90 clients with $35M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
CCMC may charge a lesser fee based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with clients, etc.).
Fee Estimator
Location
99 Walnut Street, Suite A, Saugus, MA, 01906
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2005Other Business Activities
William has been working at a CPA firm for 25 years. This activity is not investment-related.
Employment History
Current Registrations
Crystal Capital Management Corporation
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.