William Durkin is a registered investment advisor at Monadnock Capital Partners, LLC, based in Newton, MA, with 27 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. Their firm serves 18 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For eligible qualified investors, clients will only pay a performance fee equal to 20% of the gain, both realized and unrealized, earned in the client account each calendar year. Any net annual loss will be carried forward and netted out against subsequent gains before any new performance fees are paid.
Fee Estimator
Location
2345 Washington Street, Newton, MA, 02462
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 →Employment History
Current Registrations
Monadnock Capital Partners, LLC
Previous Registrations
Santander Securities
Santander Securities LLCBroker
Mkm Partners LLCBroker
Piper Jaffray & CO.Broker
Pacific Crest Securities INC.Broker
Schwab Capital Markets L.P.Broker
Soundview Technology CorporationBroker
Sg Cowen Securities CorporationBroker
Cowen & CO.Broker
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.