William Raike
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, Investment Management, and 1 more. Their firm serves 1,538 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Woodstock Wealth Management (WWM) offers two investment management programs:
- Managed Account Program: Charges a flat annual percentage of the value of your portfolio, up to 2.50%. This fee is negotiable.
- Performance Fee Program: Charges 1% annually on the value of your portfolio, plus a performance fee of up to 20% of capital appreciation above the SPDR S&P 500 ETF Trust (SPY) benchmark. This performance fee is negotiable. Deposits can only be made on the anniversary date. Withdrawals during the year may require closing the account.
Both programs may also incur custodial fees and product fees.
Location
250 River Park North Drive, Woodstock, GA, 30188
Get directionsHistory
Regulatory History (5)
Customer Dispute
May 2012Customer Dispute
January 2002Customer Dispute
December 1997Customer Dispute
November 1996Customer Dispute
July 1995Other 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.
Previous Registrations
Woodstock Financial Group, INC.
Woodstock Financial Group, INC.Broker
First Colonial Securities Group, INC.Broker
Davenport & CO. of Virginia, INC.Broker
J. W. Gant & Associates, INC.Broker
Michelin and Company, INC.Broker
State Registrations6 states
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.