TrueAdvisor
TrueAdvisor
WM
CFA
WM
CFA

William Mcmahon

Charles Schwab Investment Management, INC
25 Years of Experience
Boston, MA
View SEC Summary
View SEC Summary

William Mcmahon is a CFA-designated registered investment advisor at Charles Schwab Investment Management, INC, based in Boston, MA, with 25 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 856,597 clients with $1700B in assets under management.

Charles Schwab Investment Management, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
856,597 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$1721.0B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.60%

Schedule represents ThomasPartners Strategies fee structure for direct clients. Other strategies have different fee schedules (e.g., Windhaven charges 1.00% up to $5M, dropping to 0.50% above $50M; Schwab Personalized Indexing ranges from 0.15% to 0.25%; Wasmer Schroeder ranges from 0.07% to 0.75%).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One International Place, Boston, MA, 02110

Get directions

History

Regulatory History
Clean regulatory record

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
Charles Schwab Investment Management, INC
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Charles Schwab Investment Advisory, INC
March 2018 - July 2022 · 4 yrs 4 mos
Wellesley Investment Partners, LLC
October 2007 - December 2009 · 2 yrs 2 mos
Thomaspartners, INC.
July 2001 - March 2018 · 16 yrs 8 mos
State Registrations1 state
MA
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in Boston, MA →All financial advisors in Massachusetts →