William Wrean is a registered investment advisor at Sacajawea & Company, LLC, based in Wellesley, MA, 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 Estate Planning, Investment Management, Retirement Planning. Their firm serves 22 clients with $130M 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 $500K | 0.55% |
| $500K - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.30% |
| $5M+ | 0.20% |
A portfolio with multiple unlike registered accounts (i.e. a Trust and an IRA) will be charged an additional $100 per quarter.
Fee Estimator
Location
148 Linden Street, Suite 204, Wellesley, MA, 02482
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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 is the treasurer of Oasis Semiconductor, Inc. This activity is not investment-related.
Employment History
Current Registrations
Sacajawea & Company, LLC
State Registrations1 state
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