Christal Green is a registered investment advisor at Zeiser Wealth Management LLC, based in Hot Springs, AR, with 25 years of industry experience. Christal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 200 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Zeiser Wealth Management's investment management fees generally range from 0% to 2% per year of the value of your portfolio. The specific fee depends on factors like the size of your account, complexity of assets, and investment strategies. Fees are negotiable. If a third-party manager is used, you'll pay their fees, but ZWM's fee will be reduced for those assets. The cost of annual updates to financial plans is included in the asset management fee.
Location
1702 Malvern Avenue, Suite A, Hot Springs, AR, 71901
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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.
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Christal is the director of operations for Zeiser Wealth Management, LLC, dedicating about three-quarters of her time to preparing paperwork, processing transactions, and maintaining accounts. She also has a real estate lease agreement with Ferrellgas, Inc., requiring minimal time.
Employment History
Current Registrations
Zeiser Wealth Management LLC
Previous Registrations
Triad Advisors LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Investment Professionals, INC.Broker
Mercantile Investment 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.