William Jezek is a registered investment advisor at Olistico Wealth, LLC, based in Tulsa, OK, with 6 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 335 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Olistico Wealth charges an annual fee based on the value of your portfolio, up to 2.5%. This fee covers both investment management and financial planning services. The exact fee is negotiable and depends on the size and complexity of your account.
Location
2431 East 61st Street, Suite 175, Tulsa, OK, 74136
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Olistico Wealth, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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