William Benjamin is a registered investment advisor at Citizens Private Wealth, based in Woburn, MA, with 14 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, High Net Worth, Investment Management, and 2 more. Their firm serves 2,073 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clarfeld Financial Advisors' investment advisory fee is based on a percentage of the market value of your investments, the scope of services, and the type of assets managed. The fee schedule is negotiable and generally ranges between 0.10% and 2.0%. This can be a percentage of the total assets managed, a tiered percentage, or a flat fee.
For investments allocated only to the Taxable and/or Tax-Exempt bond strategies, a separate fee schedule applies:
- First $10 million — 0.40% per year
- Next $10 million — 0.35% per year
- Next $15 million — 0.25% per year
- Next $15 million — 0.20% per year
- Over $50 million — 0.10% per year
If a portion of your portfolio is managed within the Large Cap Strategy, there is an additional fee of 0.20% per year. For the Liquidity Management Strategy, the fee is between 0.05% and 0.25% per year.
Location
6 Russell Street, Ms: Ma606, Woburn, MA, 01801
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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 →Employment History
Current Registrations
Citizens Private Wealth
Citizens Securities, INC.
Citizens Securities, INC.Broker
Previous Registrations
First Republic Investment Management, INC.
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Lake Street Capital Markets, LLCBroker
Craig-Hallum Capital Group LLCBroker
Janney Montgomery Scott LLCBroker
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.