William Rispoli is a registered investment advisor at Salem Advisory Group LLC, based in Wells, ME, 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 288 clients with $76M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.25% |
Fees are negotiable and calculated using an average daily balance. Pension consulting fees range from 0.1% to 1.50%. Section 3(21) advisory services for 401(k) plans are charged at 0.5%.
Fee Estimator
Location
1332 Post Road, Suite 2A, Wells, ME, 04090
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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
Salem 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.
Exams
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