William H. Brigham, Jr. is an investment advisor managing portfolios of mutual funds, exchange traded funds, and equity and fixed-income securities. Client accounts are managed with the goal of long-term capital appreciation. He does not use options, futures, or margin accounts.
Assets Under Management$7M
Clients10
Advisors1
Avg. per Client$700K
Avg. per Advisor$7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The asset-based advisory fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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