William Mccarthy is a CFA-designated registered investment advisor at Carapace Financial Advisors LLC, based in Hingham, MA, with 2 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 39 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carapace Financial Advisors offers investment management for individual clients. The fees typically range from 0.40% to 2.00% of the assets they manage, charged quarterly in advance. The exact fee is negotiated per client, based on the complexity of the strategy and individual circumstances. A lower fee may be charged for a buy-and-hold strategy, while a higher fee may be charged for active trading or investments in options. For Washington State clients only, the management fee may range from 1.25% - 2.00%, which includes a solicitor's fee. Carapace may also charge a fixed fee of $500 per hour.
Location
Hingham, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Carapace Financial Advisors LLC
State Registrations1 state
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