Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are negotiable and can be fixed or hourly (up to $300/hour). For asset management, the maximum annual fee is 2.00% of assets under management, negotiable based on the money manager, advisor, and account value. Fees are billed monthly or quarterly, in advance or arrears, depending on the money manager. ERISA plan service fees will not exceed 1% annually and are also negotiable. Some TPMs may have account minimums. GWM does not require a minimum to open an account.
Areas of Practice
Advisor Information
Office location
43409 Schoenherr Road, Sterling Heights, MI, 48313
Get directionsRegulatory 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 →Other Business ActivitiesSells Insurance
Zachary works as a paraplanner for Summit Financial Consulting, dedicating full-time hours to financial planning and insurance sales. He also owns Rivendell Capital Management LLC, Summit Health Services, Summit Insurance Services, Summit Tax Services LLC, and is a sole proprietor for insurance sales.