William Davis is a registered investment advisor at Stance Capital LLC, based in Boston, MA, with 13 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 46 clients with $230M 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 $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
131 Dartmouth Street, 3rd Floor, Boston, MA, 02116
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 compensated for providing introductions to businesses looking for 401k plan design and management, dedicating a few hours per week. He also serves as a board member for Impact Infrastructure, Honeydrop Beverages, and Mafic, S.A., and is on the investment committee for Drake Partners Beta Fund, LLC, spending minimal time on each.
Employment History
Current Registrations
Stance Capital LLC
Previous Registrations
Empirical Asset Management, LLC
M3 Advisory Group, LLC
State Registrations2 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.