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William Raike

Woodstock Wealth Management, INC.
39 Years of Experience
Woodstock, GA
5 DisclosuresSells Insurance
View SEC Summary
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William Raike is a registered investment advisor at Woodstock Wealth Management, INC., based in Woodstock, GA, with 39 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,586 clients with $730M in assets under management.

Woodstock Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,586 clients
Average Client Portfolio
$458K average
Assets Under Management
$726.6M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee for the Managed Account Program is negotiable and will not exceed 2.50%. The Performance Fee Program charges a standard 1% annual portfolio fee plus up to 20% performance fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

250 River Park North Drive, Woodstock, GA, 30188

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2012
Settled
Customer Dispute
January 2002
Award / Judgment
Customer Dispute
December 1997
Settled
Customer Dispute
November 1996
Settled
Customer Dispute
July 1995
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William is a manager/owner of National Developers of VA LLC, a land development company, though currently inactive, and spends minimal time on it. He is also the CEO, owner, and director of Woodstock Holdings, Inc., a holding company, and spends minimal time on this role. Finally, William is an insurance agent selling non-securities insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Woodstock Wealth Management, INC.
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
Woodstock Financial Group, INC.
February 2006 - March 2019 · 13 yrs 1 mo
Woodstock Financial Group, INC.Broker
May 1995 - December 2019 · 24 yrs 7 mos
First Colonial Securities Group, INC.Broker
February 1994 - May 1995 · 1 yr 3 mos
Davenport & CO. of Virginia, INC.Broker
September 1992 - January 1994 · 1 yr 4 mos
J. W. Gant & Associates, INC.Broker
January 1987 - July 1992 · 5 yrs 6 mos
Michelin and Company, INC.Broker
July 1986 - January 1987 · 6 mos
State Registrations6 states
FLGANCOHTXVA
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.
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