Jacob Williams
Jacob Williams is a registered investment advisor at Williams & Novak Wealth Management, LLC, based in Homer, AK, with 24 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 285 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Williams & Novak Wealth Management charges an annual investment advisory fee of 2.25%. This fee is negotiable and may vary depending on the complexity of the investment strategy and the size of the account. Some financial advisors may establish minimum fees. The fee is based on the average daily balance of the assets and is paid monthly in arrears.
Location
Homer, AK
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2009Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Jacob is an agent for accident & health, life, and variable insurance. He is also a licensee for Estate Documents Pro, LLC, a non-investment related estate document referral service, and a board member for Griffin Board of Education.
Employment History
Current Registrations
Williams & Novak Wealth Management, LLC
Previous Registrations
Dynamic Wealth Advisors
Dynamic Wealth Advisors
Western International Securities
Western International Securities, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations5 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.