ZC
ZC
Zach Carey
24 Years of Experience
Oxford, MS
1 DisclosureBroker
Zach Carey is a registered investment advisor at Empower Advisory Group, LLC, based in Oxford, MS, with 24 years of industry experience. Zach operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K - $400K | 0.30% |
| $400K+ | 0.20% |
EAG reserves the right to offer discounted fees or waive periodic fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Oxford, MS
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
March 2000Employment History
Current Registrations
Empower Advisory Group, LLC
April 2023 - Present · 3 yrs 1 mo
Empower Financial Services, INC.
April 2022 - Present · 4 yrs 1 mo
Empower Financial Services, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Alexander Capital, L.P.Broker
August 2019 - January 2020 · 5 mos
Calton & Associates, INC.Broker
January 2006 - May 2019 · 13 yrs 4 mos
Duncan-Williams, INC.Broker
April 2000 - January 2006 · 5 yrs 9 mos
Aragon Financial Services, INC.Broker
August 1999 - March 2000 · 7 mos
Painewebber IncorporatedBroker
June 1999 - August 1999 · 2 mos
Carty & Company, INC.Broker
September 1998 - May 1999 · 8 mos
State Registrations45 states
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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.