William Battistelli
William Battistelli is a registered investment advisor at Nisonoff & Quadrel Investment Management LLC, based in East Brunswick, NJ, with 5 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for assets over $5,000,001.
Fee Estimator
Location
235 Old Bridge Turnpike, East Brunswick, NJ, 08816
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 ActivitiesSells Insurance
William is a partner in Nisonoff & Quadrel Life Ins LLC, selling life insurance policies, dedicating a few hours per week. He is also a partner in 107 W 24TH ST C1 LLC, managing a short-term rental property, which takes minimal time.
Employment History
Current Registrations
Nisonoff & Quadrel Investment Management LLC
Previous Registrations
American Partners Financial Services LLC
American Partners Financial Services LLC
State Registrations1 state
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.