William March is a registered investment advisor at Spring City Partners, LLC, based in Philadelphia, PA, with 9 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 35 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spring City Partners charges a fixed annual fee based on the value of your portfolio. The fee will not exceed 1.50% of the total value of your investments. Fees are billed monthly, based on the value of your portfolio at the end of each month. Fees are negotiable based on the complexity of your situation, your relationship with the advisor, and the total amount of assets under review. Clients with similar assets can have differing fee schedules and pay different fees.
Location
Philadelphia, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Spring City Partners, LLC
Previous Registrations
Janney Montgomery Scott LLCBroker
State Registrations1 state
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