William Mccarthy
William Mccarthy is a registered investment advisor at Partners Investment Services, INC, based in Hudson, OH, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum quarterly fee of $200.
Fee Estimator
Location
110 W Streetsboro St, Suite 1B, Hudson, OH, 44236
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
William is the President of Partners Insurance Agency, Inc. since 1994 and CEO of an insurance marketing company since 2006, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Partners Investment Services, INC
Previous Registrations
Kalos Management
Eastern Point Advisors 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.