Jared Williams
Jared Williams is a CFP-designated registered investment advisor at Trek Financial, based in Scottsdale, AZ, with 20 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,035 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be subject to negotiation depending upon unique circumstances. Fees assessed on different assets in a portfolio may vary, depending on restrictions and complexity of management. In addition to the advisory fee, a platform fee is charged. Third-party managers and sub-advisors will charge an additional fee.
Fee Estimator
Location
8355 East Hartford Drive, Suite 105, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2012Other Business ActivitiesSells Insurance
Jared is a licensed insurance agent selling fixed insurance products. This investment-related activity takes a few hours per week during business hours.
Employment History
Current Registrations
Trek Financial
Previous Registrations
Heritage Wealth Management, LLC
Heritage Wealth Management, LLC
Levin Funding Group LLC
Bcj Capital Management
AXA Advisors, LLC
State Registrations1 state
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.