William Lord
William Lord is a CFA-designated registered investment advisor at Pearson Financial Services, based in Dennis, MA, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 500 clients with $890M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are based on the aggregate value of all accounts within the established household. Fees are negotiable under certain circumstances.
Fee Estimator
Location
586 Main St, Dennis, MA, 02638
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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.
Learn about disclosures →Other Business Activities
William works as an estate administrator for the Law Office of Kathleen Fowler since 2005. This takes nearly full-time, and occurs during securities trading hours.
Employment History
Current Registrations
Pearson Financial Services
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.
Exams
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