William Somers is a registered investment advisor at The Investment Connection LLC, based in Hackettstown, NJ, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 124 clients with $97M 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 $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Advisory fees are negotiable. Portfolios below the firm’s $500,000 minimum may be charged a higher rate.
Fee Estimator
Location
1001 Route 517, Hackettstown, NJ, 07840
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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 →Other Business Activities
William is the owner and CPA of WILLIAM SOMERS CPA LLC, providing tax preparation and related services since 1988. He spends full-time working at this business, including nearly full-time during securities trading hours.
Employment History
Current Registrations
The Investment Connection LLC
State Registrations2 states
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