David Zoellner
David Zoellner is a registered investment advisor at Z Advisory Innovations, based in Waterford, MI, with 35 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 49 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Z Advisory Innovations charges a fee based on a percentage of the value of your portfolio. The annual fee ranges from 0.50% to 2.00%. The fee is calculated monthly, based on the value of your account on the last business day of the month. The fee is negotiable based on the size of the account and the amount of work performed.
Location
7655 Highland Rd, Suite 203, Waterford, MI, 48327
Get directionsHistory
Regulatory History (7)
Customer Dispute
January 2010Customer Dispute
August 2004Customer Dispute
July 2003Customer Dispute
May 2003Customer Dispute
April 2003Customer Dispute
March 2003Customer Dispute
February 2003Other Business ActivitiesSells Insurance
David is insurance licensed. It is not specified what kind of insurance or how much time he spends on this activity.
Employment History
Current Registrations
Z Advisory Innovations
Previous Registrations
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lehman Brothers 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.