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William Wrigley
1 Year of Experience
Fredericton, NB
1 Disclosure
William Wrigley is a registered investment advisor at John Hancock Personal Financial Services, LLC, based in Fredericton, NB, 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, Retirement Planning. Their firm serves 32,545 clients with $2B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
32,545 clients
Average Client Portfolio
$61K average
Assets Under Management
$2.0B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 0.50% |
| $50K - $100K | 0.40% |
| $100K - $250K | 0.30% |
| $250K+ | 0.20% |
For certain plans, the advisory fee shall be waived for the first ninety (90) days following enrollment in the Service.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Fredericton, NB
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
March 2025Employment History
Current Registrations
John Hancock Personal Financial Services, LLC
October 2025 - Present · 7 mos
Previous Registrations
Ventum Advisors CORP.
September 2024 - April 2025 · 7 mos
State Registrations1 state
MA
Advisor
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
No exam information available for this advisor.