Advisor at Williams & Novak Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Williams & Novak Wealth Management, LLC
Location
Homer, AK
Credentials
Series 63, Series 66
Industry experience
24 years
Fixed fees for financial planning range from $1,000 to $20,000 per project; retainer fees generally range from $1,000 to $20,000 per year, billed monthly or quarterly in advance.
Investment management fees charged at up to 2.25% annually, negotiated based on account size and complexity, with possible breakpoint, blended, or flat fee structures.
Certain Financial Advisors are licensed to sell insurance products and receive commissions; these commissions do not reduce advisory fees.
Hourly financial planning and consulting rates generally range from $150 to $500 per hour.
Account minimum: WNWM generally does not impose a minimum account size for establishing a relationship; however, some Financial Advisors may require minimum total client assets to establish a relationship (specific amounts not stated). Minimum fee: Some Financial Advisors establish minimum fees; specifics vary and are detailed in individual IMAs or IAAs. Fee-only: Financial planning offered on fixed fee or hourly basis; fixed fees range from $1,000 to $20,000 per project; hourly rates range from $150 to $500 per hour.
Williams & Novak, LLC
2023 - Present (3 years)
Dynamic Wealth Advisors dba Williams & Novak Wealth Management
2023 - 2023 (1 year)
Western International Securities, Inc.
2019 - 2023 (4 years)
Charles Schwab Bank
2005 - 2019 (14 years)
Charles Schwab & Co., Inc.
2000 - 2019 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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