William Rowett
William Rowett is a registered investment advisor at Centaurus Financial, INC., based in Derry, NH, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
Derry, NH
Get directionsHistory
Regulatory History (1)
Criminal
March 2005Other Business ActivitiesSells Insurance
William is an insurance agent selling disability and/or long-term care insurance through Rowett Financial Group. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Northeast Planning Associates, INC.
Mutual Service CorporationBroker
Fidelity Brokerage Services 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.