William Haggerty
William Haggerty is a registered investment advisor at The Haggerty Investment Group, LLC, based in Ridgewood, NJ, with 19 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 5 clients with $22M 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% |
Portfolio management fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances, among others.
Fee Estimator
Location
79 Chestnut Street, Suite 101, Ridgewood, NJ, 07450
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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 is the founder and owner of Haggerty & Bosch, LLP, a CPA/accounting practice. He dedicates full-time hours to this position.
Employment History
Current Registrations
The Haggerty Investment Group, LLC
Previous Registrations
The Haggerty Investment Group, LLC
Haggerty & Bosch, LLP
Haggerty & Bosch, LLP
State Registrations1 state
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