Williams & Novak Wealth Management (WNWM) offers investment advice to individuals, high net worth individuals, trusts, estates, charitable organizations, pension plans, profit sharing plans and businesses. WNWM's strategies are long-term focused. Financial advisors work with clients to determine their financial situation, risk tolerance, and investment objectives. WNWM may recommend third-party managers or platforms like AssetMark.
Fee Structure
Williams & Novak Wealth Management charges an annual investment advisory fee of 2.25%. This fee is negotiable and may vary depending on the complexity of the investment strategy and the size of the account. Some financial advisors may establish minimum fees. The fee is based on the average daily balance of the assets and is paid monthly in arrears.