William Matejka
William Matejka is a registered investment advisor at Beacon Financial Advisory LLC, based in Twinsburg, OH, with 30 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, High Net Worth, Retirement Planning. Their firm serves 1,077 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Financial Advisory offers two investment management options:
- Wrap Fee Portfolio Management: Fees are a percentage of your portfolio, up to 1.80% annually. The exact fee is negotiable for portfolios over $2,000,001.
- Non-Wrap Portfolio Management: Fees are a percentage of your portfolio, up to 1.61% annually. The exact fee is negotiable for portfolios over $2,000,001.
Location
2214 Enterprise Parkway East, Twinsburg, OH, 44087
Get directionsHistory
Regulatory History (1)
Judgment / Lien
April 2009Other Business ActivitiesSells Insurance
William sells life insurance and fixed/indexed annuities through FNA Wealth Management, dedicating a few hours per week. He also works as an Investment Advisor Representative (IAR) for Beacon Financial Advisory LLC, spending about half his time on financial planning, risk analysis, and trading activities.
Employment History
Current Registrations
Beacon Financial Advisory LLC
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
Sterne Agee Financial Services, INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Society Investments, INC.Broker
State Registrations3 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.