William Cruz is a registered investment advisor at Dlc Wealth Management, based in Andover, MA, with 1 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 18 clients with $2.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Andover, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William works as a Systems Operations Manager with Delta Air Lines. This activity takes a full-time commitment.
Employment History
Current Registrations
Dlc Wealth Management
State Registrations3 states
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