William Kobyljanec
William Kobyljanec is a registered investment advisor at Objective Capital Management, LLC, based in Fairlawn, OH, with 10 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 271 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $15.0M | 1.00% |
| $15M+ | 0.85% |
Advisory fee is negotiable depending on individual client circumstances. OCM may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
3070 W. Market St, Suite 202, Fairlawn, OH, 44333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is self-employed as a CPA/Attorney and consultant. This activity is not investment-related.
Employment History
Current Registrations
Objective Capital Management, LLC
State Registrations1 state
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