Willliam Mccloskey
Willliam Mccloskey is a registered investment advisor at William Joseph Capital Management, INC., based in Somers, CT, with 10 years of industry experience. Willliam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,153 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WJCM's advisory service fees are negotiable and range from 0.60% to 1.35% annually, billed quarterly. The fee is based on the size of the account, the relationship, and the services provided. If you engage WJCM for wealth management services, financial planning services are included in the investment management fees. Additional hourly fees may be charged for more complex financial planning services with mutual agreement.
Location
48 South Rd Unit 2, Somers, CT, 06071
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
William is a managing partner and full-time employee at Integrity Marketing Group, LLC (dba Stateline Senior Services), where he sells annuities, disability, health, life, and long-term care insurance. He also owns KEBGMG, LLC, a holding company for his shares of Integrity Financial Marketing, LLC.
Employment History
Current Registrations
William Joseph Capital Management, INC.
State Registrations2 states
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