William Yakobovich
William Yakobovich is a registered investment advisor at Osaic Wealth, INC., based in Carmel, CA, with 53 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Carmel, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 1991Regulatory
March 1976Other Business ActivitiesSells Insurance
William works as an insurance agent/representative, dedicating minimal time to this activity. This activity is investment-related.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Npb Financial Group, LLC
Npb Financial Group, LLCBroker
National Planning CorporationBroker
Associated Securities CORP.Broker
First Affiliated Securities, INC.Broker
Paine, Webber, Jackson & Curtis IncorporatedBroker
Reynolds Securities, 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.