William Sawyer is a registered investment advisor at Sawyer & CO INC, based in Boston, MA, with 7 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 223 clients with $310M 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 $2.5M | 0.95% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.60% |
| $7M+ | 0.50% |
Fees are negotiable under unusual circumstances.
Fee Estimator
Location
50 Congress Street, Boston, MA, 02109
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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 →Other Business Activities
William co-owns a rental property with his wife since 1979, located on his residential property. William's wife manages the property, and William has no duties or time commitment related to it.
Employment History
Current Registrations
Sawyer & CO INC
State Registrations1 state
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