William Derosa is a CFA-designated registered investment advisor at Anthem Asset Management, based in Glastonbury, CT, 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 High Net Worth, Investment Management. Their firm serves 1 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition to the 1% management fee, The Firm receives an incentive allocation fee of 20% on all profits earned in The Fund, subject to a 3% performance benchmark and a high water mark provision.
Fee Estimator
Location
200 Glastonbury Blvd, Ste 202, Glastonbury, CT, 06033
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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's firm receives consulting fees for market and mutual fund research from Sladek & Witek, CPAs, a state-registered investment advisor. Consulting activities include providing mutual fund and general market research and maintaining the firm's mutual fund buylist.
Employment History
Current Registrations
Anthem Asset Management
Previous Registrations
Badgley, Phelps and Bell, INC.
State Registrations1 state
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