TrueAdvisor
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TZ
CFP
TZ
CFP

Theodore Zak

&partners
34 Years of Experience
Wilmington, DE
Broker
View SEC Summary
View SEC Summary

Theodore Zak is a CFP-designated registered investment advisor at &partners, based in Wilmington, DE, with 34 years of industry experience. Theodore is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B in assets under management.

&partners
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
62,194 clients
Average Client Portfolio
$487K average
Assets Under Management
$30.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3711 Kennett Pike, Suite 205, Wilmington, DE, 19807

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History

Regulatory 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.

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Other Business Activities

Theodore volunteers as a teacher for the University of Delaware Osher Academy and Surgent Professional Education, and serves on the advisory board for Surgent. He also dedicates minimal time as President of the Rotary Club of Longwood Foundation and as a board member for the Andrew McDonough B+ Foundation.

Employment History
Current Registrations
&partners
July 2024 - Present · 2 yrs 3 mos
&partnersBroker
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 1999 - August 2024 · 24 yrs 10 mos
Wells Fargo Advisors
January 1998 - August 2024 · 26 yrs 7 mos
First Union Capital Markets CORP.Broker
September 1997 - October 1999 · 2 yrs 1 mo
Tucker Anthony IncorporatedBroker
September 1997 - September 1997 · 0 mos
Wheat, First Securities, INC.Broker
December 1992 - September 1997 · 4 yrs 9 mos
Hibbard Brown & CO., INC.Broker
June 1992 - October 1992 · 4 mos
State Registrations40 states
ALARAZCACOCTDCDEFLGAIAIDILINKSMAMDMEMNMOMTNCNENHNJNMNVNYOHOKPARISCTNTXUTVAVTWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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