Zaphrey Williams
Zaphrey Williams is a registered investment advisor at Leo Wealth, LLC, based in Hurst, TX, with 31 years of industry experience. Zaphrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,714 clients with $3.2B 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $75.0M | 0.65% |
| $75.0M - $150.0M | 0.50% |
| $150M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
860 Airport Freeway, Suite 402, Hurst, TX, 76054
Get directionsHistory
Regulatory History (4)
Criminal
May 2001Criminal
February 2001Criminal
February 2001Criminal
March 1992Other Business ActivitiesSells Insurance
Zaphrey has been an insurance agent selling insurance for various carriers since 1998. Since 2003, he has also worked as a tax preparation specialist for Z L Williams Tax and Bookkeeping Services.
Employment History
Current Registrations
Leo Wealth, LLC
Leo Brokerage, LLC
Leo Brokerage, LLCBroker
Previous Registrations
Bft Financial Group, LLC
First Midwest Securities, INC.
First Midwest Securities, INC.Broker
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
Fidelity Brokerage Services, 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.