Advisor at Robertson Stephens
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Firm
Robertson Stephens
Location
Westport, CT 06880
Credentials
Series 66
Industry experience
24 years
William Thrush is a financial advisor at Robertson Stephens with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Hightower Advisors, Bank of America, and Merrill Lynch. Thrush is also a licensed insurance agent. Robertson Stephens Wealth Management offers investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets as of December 31, 2024.
Based on Robertson Stephens
Financial planning flat fees range from $2,500 to $50,000 per plan; $1,000 to $5,000 per update; quarterly flat fees total $500 to $100,000 per year; fixed fees for investment management negotiated per client
Negotiable; typically 0.10% to 2.00% annually based on size and complexity
$250 to $500 per hour for financial planning services
61 Jesup Road
Westport, CT 06880
Connecticut
Robertson Stephens Capital Markets, LLC
2024 - Present (2 years)
Robertson Stephens Wealth Management, LLC
2024 - Present (2 years)
Hightower Advisors
2016 - 2024 (8 years)
HighTower Securities, LLC
2016 - 2024 (8 years)
Bank Of America, Na
2010 - 2016 (6 years)
Merrill Lynch, Pierce, Fenner & Smith
2007 - 2016 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 65
Ridgefield, CT
Granite Hill Capital Management, LLC
Series 63, Series 65
Norwalk, CT
Euclid Harding, LLC
CFA®
Stamford, CT
Tadpole Investments LLC
Series 65
Redding, CT
HarborAdvisors, LLC
Series 66
Westport, CT
Blue Keel Financial Planning
Series 65
Westport, CT
Norman Kramer Investments, Inc.
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