William Platt is a CFP-designated registered investment advisor at Farther, based in New York, NY, with 23 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B 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 | 2.00% |
Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.
Fee Estimator
Location
1120 Avenue of the Americas, 4th Floor, New York, NY, 10036
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Regulatory History (1)
Customer Dispute
December 2020Employment History
Current Registrations
Farther
Momentum Advisors
Previous Registrations
Momentum Advisors
Momentum Advisors
Momentum Advisors
Momentum Advisors
Momentum Advisors
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State Registrations4 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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