ZW
CFP
Zachary Montague Whitchurch
17 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
1 client
Average Client Portfolio
$99.4M average
Assets Under Management
$99.4M
Fee Structure
Minimum Investment:$500K
Financial Planning:Investment management only
The Adviser receives a monthly management fee of 1/12 of 1.0% (approximately 1.0% annually) of the lesser of (i) each Investor’s share of the Fund’s Net Asset Value or (ii) the Investor’s Aggregate Unreturned Capital Contributions. Investors will also be charged a Performance Allocation. The minimum investment in the Fund is $500,000, and Investors must maintain a minimum account balance of at least $250,000 after a withdrawal.
Areas of Practice
Investment Management
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Advisor Information
Office location
3600 N Outlet Parkway, Suite 200, Lehi, UT, 84043
Get directionsRegulatory History
Clean regulatory record
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
Solidarity Capital Management, LLC
February 2023 - Present · 2 yrs 11 mos
Solidarity Wealth, LLC
October 2021 - Present · 4 yrs 3 mos
Previous Registrations
M. S. Howells & CO.Broker
January 2022 - November 2022 · 10 mos
Wells Fargo Clearing Services, LLC Broker
January 2011 - October 2021 · 10 yrs 9 mos
Wells Fargo Clearing Services, LLC
January 2011 - October 2021 · 10 yrs 9 mos
Wells Fargo Investments, LLC
January 2009 - January 2011 · 2 yrs
Wells Fargo Investments, LLCBroker
November 2008 - January 2011 · 2 yrs 2 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.