CFP
CFP
William R Sylvia JR
18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
562 clients
Average Client Portfolio
$695K average
Assets Under Management
$390.3M
Fee Structure
Minimum Investment:$500K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Contact
William R Sylvia JR
Location
105R Depot Street, Suite 5, South Easton, MA, 02375
Get directionsHistory
Regulatory History
Clean regulatory record
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 licensed to sell non-variable insurance, but is no longer actively selling insurance products.
Employment History
Current Registrations
Great Oak Capital Partners, LLC
November 2015 - Present · 10 yrs 3 mos
Previous Registrations
LPL Financial LLC
February 2009 - November 2015 · 6 yrs 9 mos
Lincoln Financial Securities Corporation
September 2007 - February 2009 · 1 yr 5 mos
State Registrations3 states
FLMATX
Advisor
Exams
No exam information available for this advisor.
Contact
William R Sylvia JR