Zachary Rubin is a registered investment advisor at Kingfisher Capital Management LLC, based in York, ME, with 25 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $6.9M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Location
York, ME
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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 Activities
Zachary is a non-fiduciary administrative co-trustee for the Simson Trusts since 2002. This requires a few hours per week of his time.
Employment History
Current Registrations
Kingfisher Capital Management LLC
Previous Registrations
Deutsche Bank Securities INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Goldman, Sachs & CO.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.