William Skinner
William Skinner is a registered investment advisor at Alta Wealth Advisors LLC, based in Woburn, MA, with 20 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 7 more. Their firm serves 779 clients with $660M 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 $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are generally negotiable. Pension consulting has a separate asset-based fee schedule ranging from 1.00% down to 0.50%.
Fee Estimator
Location
300 Tradecenter, Suite 5700, Woburn, MA, 01801
Get directionsHistory
Regulatory History (1)
Financial
February 2023Employment History
Current Registrations
Alta Wealth Advisors LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Destra Capital Advisors LLC
Destra Capital Investments LLCBroker
Resource Securities LLCBroker
Provasi Capital Partners LPBroker
Eaton Vance Management
Eaton Vance Distributors, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations7 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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