William Lefavor
William Lefavor is a CFP-designated registered investment advisor at Stage Harbor Financial, based in Westwood, MA, with 20 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 331 clients with $970M 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 $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.35% |
Fees may be negotiable for certain client holdings.
Fee Estimator
Location
100 Lowder Brook Drive, Suite #2500, Westwood, MA, 02090
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 →Other Business ActivitiesSells Insurance
William is an owner/partner in GBH Partners LLC, an entity established to receive commissions from sales activities including insurance products. He spends minimal time on this activity, and it is kept separate from Stage Harbor Financial.
Employment History
Current Registrations
Stage Harbor Financial
Previous Registrations
Weston Financial
Weston Securities CorporationBroker
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.