Advisor at Safford Nicholas H & Co Inc
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Firm
Safford Nicholas H & Co Inc
Location
Rockport, MA 01966-1520
Credentials
Series 65
Industry experience
8 years
William Dwyer is a financial advisor at Nicholas H. Safford & Co., Inc. in Rockport, MA, holding a Series 65 designation with eight years of industry experience. Prior to his advisory role, he was involved with the Pleon Yacht Club for four years. Nicholas H. Safford & Co., Inc. provides investment counsel and portfolio management to individuals, trusts, IRAs, and institutional clients, focusing on a research-driven approach that emphasizes fundamentally sound companies and tailored client recommendations through ongoing review and communication.
Based on Safford Nicholas H & Co Inc
$0 - $2,000,000: 0.60% annually (equivalent to $6 per thousand) $2,000,001 - $4,000,000: 0.50% annually (equivalent to $5 per thousand) $4,000,001+: 0.40% annually (equivalent to $4 per thousand)
Account minimum: $5,000,000
9 Cleaves Street
Rockport, MA 01966-1520
Massachusetts
Pleon Yacht Club
2012 - 2016 (4 years)
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Is not active or affiliated with:
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Lawyer
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Real estate agent
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Other specialized services
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