William Rumble
William Rumble is a ChFC-designated registered investment advisor at Kovack Advisors, INC., based in Lawrenceville, GA, with 18 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 13,293 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.90% |
Maximum annual fee is 2.90%. Fees are negotiable depending on asset amount, type, complexity, and services provided. Combined fees with third-party managers will not exceed 2.90%.
Fee Estimator
Location
1755 North Brown Road, Suite 200, Lawrenceville, GA, 30043
Get directionsHistory
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 the owner of Rumble & Rumble Wealth Management, dedicating most of his time to investment planning. He also sells fixed insurance products and oversees a family farm, spending a few hours per week and minimal time, respectively, on these activities.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Advisory Services Network
Resource Horizons Group LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations7 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.
Exams
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