William Tickle is a CFA-designated registered investment advisor at Ballentine Partners, based in Waltham, 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 Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 333 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ballentine Partners manages investments for high-net-worth clients and family office clients. Fees are based on a percentage of the value of your portfolio:
- High Net Worth Clients: Ranges from 0.95% to 0.25% per year, with a $40,000 minimum annual fee.
- Family Office Clients: Ranges from 0.60% to 0.10% per year, with a $180,000 minimum annual fee.
Location
230 3rd Ave, 6th Floor, Waltham, MA, 02451
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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.
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William is an investment committee member for the Wright Museum and Circle Program, helping oversee investments. He is also a board of trustee member for the Wolfeboro Area Children's Center and an advisory board member for The Bulfinch Companies, providing commentary on the real estate market.
Employment History
Current Registrations
Ballentine Partners
Previous Registrations
Ballentine Finn & CO INC
State Registrations3 states
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