| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Lower fees may be available through other advisors offering similar services. Fees are negotiable based on factors such as size, complexity, and relationship.
136 Main St. Suite 201, Brooks Corner, Westport, CT, 06880
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Learn about disclosures →William teaches seminars on financial products through Warner Financial Group Inc. He also sells non-variable insurance products, including life, health, disability, long-term care, fixed annuities, and property & casualty insurance, dedicating minimal time to this. William is also associated with Granite Insurance LLC, spending a few hours per week there.