Jacob Williams
Jacob Williams is a CFP-designated registered investment advisor at Becker Capital Management, INC., based in Boise, ID, with 9 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 841 clients with $5.7B 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 | 0.60% |
The maximum management fee is 0.60%. Fees vary based on assets, products, account structure, and servicing requirements, and are negotiable.
Fee Estimator
Location
702 W Idaho St., Suite 11-K, Boise, ID, 83702
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
Jacob teaches at Boise State University, dedicating about 10-20% of his time to this role. While Jacob is a licensed insurance agent, he currently spends no time and receives no compensation in that capacity.
Employment History
Current Registrations
Becker Capital Management, INC.
Previous Registrations
Helmstar Wealth Management
State Registrations3 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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