Jared Williams
Jared Williams is a CFP-designated registered investment advisor at Trek Financial, based in Scottsdale, AZ, with 21 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 4,688 clients with $2.8B 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 are subject to negotiation. Clients also pay an additional household platform fee ranging from 0.33% to 0.065%, and certain model portfolios add 0.15% to 0.75%.
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.
Exams
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