William Fox is a registered investment advisor at Partners Capital Investment Group, LLP, based in Boston, MA, with 15 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 840 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Partners Capital charges an annual management fee that can range up to 1% of your portfolio, paid quarterly. Clients may also be charged performance-based fees. A fixed annual fee may also apply in some cases. An administrative fee of 0.02% of the notional amount may be charged on foreign exchange hedges.
Location
50 Rowes Wharf, 4th Floor, Boston, MA, 02110
Get directionsHistory
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 →Employment History
Current Registrations
Partners Capital Investment Group, LLP
State Registrations1 state
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.