Zachary Smith
Zachary Smith is a CFP-designated registered investment advisor at Northside Group Wealth Management, LLC, based in Mount Airy, NC, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 94 clients with $9.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.5M | 1.50% |
| $1.5M+ | 1.00% |
These are maximum fees that are negotiable.
Fee Estimator
Location
176 North Renfro St., Mount Airy, NC, 27030
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 →Other Business ActivitiesSells Insurance
Zachary is a mortgage originator and sells insurance. The filing does not specify the time commitment.
Employment History
Current Registrations
Northside Group Wealth Management, LLC
Previous Registrations
Raymond James Financial Services
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.