Jacob Williams is a registered investment advisor at Carlson Financial, based in Colorado Springs, CO, with 12 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,060 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carlson Financial charges an annual advisory fee based on the value of your portfolio. The exact fee is negotiable, but it will not exceed 3.00% per year. The fee is calculated monthly, based on the average daily balance in your account. There is a minimum household balance of $250,000 to have assets managed by Carlson Financial, but this may be waived at the firm's discretion.
Location
1155 Kelly Johnson Blvd, Suite 204, Colorado Springs, CO, 80920
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 →Employment History
Current Registrations
Carlson Financial
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations1 state
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.