William Medley is a CFA-designated registered investment advisor at Fithian LLC, based in New York, NY, with 10 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 74 clients with $140M 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 | 1.50% |
Management fees range from 0% to 1.50% and are individually negotiated. Some clients may also be charged a performance fee of 20% of outperformance over the MSCI ACWI Index.
Fee Estimator
Location
654 Madison Avenue, Suite 1603, New York, NY, 10065
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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 →Employment History
Current Registrations
Fithian LLC
Previous Registrations
Bny Mellon Securities Corporation
Bny Mellon Securities CorporationBroker
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.
Exams
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