William Heitin is a registered investment advisor at Windrose Advisors LLC, based in Waltham, MA, with 15 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 149 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients also pay a 0.02% fee for reporting and data aggregation. Fees are negotiable in certain circumstances.
Fee Estimator
Location
Watermill Center, 800 South Street, Suite 600, Waltham, MA, 02453
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 Activities
William is an advisory board member for Loft Partners and Charles River Reality Investors since 2009, dedicating minimal time. He is also a trustee and chair of the investment committee for JCC of Greater Boston and a trustee and investment committee member for Hebrew Senior Life, dedicating minimal time to each.
Employment History
Current Registrations
Windrose Advisors LLC
State Registrations3 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.