Theodore Zak is a CFP-designated registered investment advisor at &partners, based in Clayton, MO, with 33 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
7701 Forsyth Blvd., 8th Floor, Clayton, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
&partnersBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
First Union Capital Markets CORP.Broker
Tucker Anthony IncorporatedBroker
Wheat, First Securities, INC.Broker
Hibbard Brown & CO., INC.Broker
State Registrations40 states
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