William Spring is a registered investment advisor at Spencer Brook Asset Management, LLC, based in Concord, MA, with 21 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 19 clients with $86M 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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fee Estimator
Location
747 Main Street, Ste 213, Concord, MA, 01742
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Spencer Brook Asset Management, LLC
State Registrations1 state
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