William Zaika is a CFP-designated registered investment advisor at Farther, based in Bonita Springs, FL, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
Bonita Springs, FL
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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 ActivitiesSells Insurance
William is involved with Diversified Wealth Strategies, LLC for fixed insurance and securities business, DKKZ, LLC for real estate, and WTZ Wealth Management, Inc. for advisory business. All activities are conducted at the branch.
Employment History
Current Registrations
Farther
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
AXA Advisors, LLCBroker
State Registrations3 states
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