William Kaeli
William Kaeli is a registered investment advisor at Northstar Asset Management Company, LLC, based in Blue Bell, PA, with 26 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, Retirement Planning. Their firm serves 155 clients with $620M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees may be negotiable for certain legacy accounts.
Fee Estimator
Location
488 Norristown Road, Suite 142, Blue Bell, PA, 19422
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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
Northstar Asset Management Company, LLC
Previous Registrations
Northstar Asset Management LLC
PNC InvestmentsBroker
PNC Investments
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Herzog, Heine, Geduld, LLCBroker
Noyes Partners IncorporatedBroker
State Registrations1 state
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