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 Investment Management. Their firm serves 75 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fithian manages investments for clients through separately managed accounts. The annual management fee is a percentage of the assets in your account, and the specific rate is negotiated individually with each client. These fees range from 0% to 1.50% per year, billed quarterly. Some clients may also pay a performance fee, which is a percentage of the investment profits above a certain benchmark.
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.
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Current Registrations
Fithian LLC
Previous Registrations
Bny Mellon Securities Corporation
Bny Mellon Securities CorporationBroker
State Registrations2 states
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