William Wadsworth
William Wadsworth is a registered investment advisor at North Woods Wealth Management, based in Buffalo, NY, with 4 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 147 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
North Woods Wealth Management generally charges between 0.50% to 1.00% per year of the value of your investments. Fees are negotiable and may be higher or lower based on the size of the account, complexity of asset structures, and the managers selected. For retirement plan consulting, fees generally range from 0.10% to 0.75% per year, also negotiable based on various factors.
Location
977 Delaware Ave, Buffalo, NY, 14209
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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 ActivitiesSells Insurance
William is an independent insurance agent since 2011, selling insurance products. This takes a few hours per week.
Employment History
Current Registrations
North Woods Wealth Management
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.