William Hangan is a CFP-designated registered investment advisor at Citizens Securities, INC., based in Johnston, RI, with 10 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. Their firm serves 53,044 clients with $9.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Citizens Securities offers investment management through its Managed Account Program. The fees vary depending on the specific program selected.
The maximum annual rate for Citizens Securities' component of the fee is 2.00%. The total fee covers asset allocation recommendations, manager research, brokerage, custody, performance reports, and administrative services. Third-party manager fees typically range from 0.02% to 0.50%.
Fees are negotiable under some circumstances, such as the type and size of the client account and the range of services provided.
For Connect accounts, there is a minimum investment of $2,000.
Location
1 Citizens Bank Way, Johnston, RI, 02919
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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.
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William is a member of the East Greenwich School Committee, dedicating a few hours per week. He also owns and manages a car rental business, CABA LLC, dedicating about 10-20% of his time, and volunteers with Rhodeway, a non-profit providing financial planning to low-income individuals and military members, dedicating minimal time.
Employment History
Current Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Previous Registrations
Wealth Management Resources, INC.
Wealth Management Resources, INC.Broker
Santander Securities
Santander Securities LLCBroker
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Citizens Securities, INC.
Citizens Securities, INC.Broker
State Registrations18 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.