William Deroche is a CFA-designated registered investment advisor at Agf Investments, based in Boston, MA, with 15 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 22 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AGF Investments LLC provides investment management services to institutional investors. AGF generally charges an investment management fee or advisory fee to clients based on the fair market value of assets under management or assets under advisement. Fees are negotiable and may vary significantly from client to client and mandate to mandate.
Location
99 High Street, Suite 2802, Boston, MA, 02110
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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.
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William serves as an interested trustee on the fund board for AGF Investments Trust since 2020. This takes a few hours per week.
Employment History
Current Registrations
Agf Investments
Previous Registrations
Foreside Fund Services, LLCBroker
State Registrations1 state
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