William Houck is a CFP, ChFC-designated registered investment advisor at Modera Wealth Management, LLC, based in Westwood, NJ, with 21 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 6,106 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Modera Wealth Management offers wealth management and portfolio management services. You'll pay an annual fee based on the value of the assets they manage.
The annual fee ranges from 0.15% to 1.00% for wealth management and 0.10% to 0.80% for portfolio management. The minimum quarterly fee is generally between $2,500 and $5,000 for wealth management and between $2,000 and $4,000 for portfolio management. These minimums can cause smaller accounts to pay higher percentage fees.
Contact
William Houck
Location
56 Jefferson Avenue, Westwood, NJ, 07675
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
Modera Wealth Management, LLC
Previous Registrations
Modera Wealth Management
Greenbaum and Orecchio, INC
UBS Financial Services INC.
Vanguard Advisers INC
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.
Exams
Additional Information
Bill received a Bachelor’s of Science in Business Administration from the University of Delaware, with a minor in Economics. Bill is a Certified Financial Planner™ professional and also holds the Chartered Financial Consultant designation®. In addition to working with clients, Bill has demonstrated both leadership and commitment to the industry’s fiduciary standards by serving as the chair of the National Association of Personal Financial Advisors (NAPFA) Bergen/Rockland Study GroupOutside Of Modera, Bill is actively involved in his community as a volunteer member of the leadership board for the Arthritis Foundation of New Jersey. (CAM 3110)