William Scanlon
William Scanlon is a registered investment advisor at Latitude Advisors, LLC, based in Endwell, NY, with 28 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,675 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Latitude Advisors charges a percentage of your portfolio value each year for investment management. The exact rate depends on the specific model used and the amount you invest.
For IA Managed Accounts, Navigator, and Third Party Research Model Managed Accounts:
- Up to 2.00% on the first $1,000,000
- Up to 1.50% on the next $4,000,000 (between $1,000,001 and $5,000,000)
- Up to 1.00% on amounts over $5,000,001
For Latitude Model Managed Accounts:
- Up to 1.5% on the first $1,000,000
- Up to 1.25% on the next $4,000,000 (between $1,000,001 and $5,000,000)
- Up to 1.00% on amounts over $5,000,001
These fees are billed quarterly, based on the value of your investments at the end of each quarter. Fees are negotiable.
Location
Endwell, NY
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 involved in several business activities, including sales and service of group benefits, health, life, financial, and estate planning services through Business & Estate Counselors, LLC. He also dedicates minimal time to selling group health insurance plans and employee supplemental benefit programs, spends about 10% of his time as an IA rep with Latitude Advisors, LLC, and works full-time as a financial professional with William Scanlon Financial Services.
Employment History
Current Registrations
Latitude Advisors, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Gwn Securities INC.
Gwn Securities INC.Broker
Securities Service Network, INC.Broker
Medallion Advisory Services, LLC
Medallion Investment Services, INC.Broker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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.