William Browne
William Browne is a registered investment advisor at Monetary Management Corporation, based in San Francisco, CA, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 25 clients with $23M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.65% |
Minimum quarterly fee: $375. Fees are not negotiable. Direct family members or clients with same household address with multiple accounts may aggregate assets for purposes of calculating fees.
Fee Estimator
Location
530 Bush Street, Suite 802, San Francisco, CA, 94108
Get directionsHistory
Regulatory History (3)
Regulatory
November 1991Criminal
November 1987Regulatory
April 1986Employment History
Current Registrations
Monetary Management Corporation
Previous Registrations
Horwitz & Associates, INC.Broker
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.