Zachary Marsh is a registered investment advisor at Calibrate Wealth, LLC, based in Clive, IA, with 12 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 18 clients with $9.5M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
18 clients
Average Client Portfolio
$528K average
Assets Under Management
$9.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Calibrate Wealth charges an annual asset-based fee of 1% on all assets under management, billed monthly in arrears. Fees may be negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Clive, IA
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 2016Denied
Regulatory
January 2009Final
Employment History
Current Registrations
Calibrate Wealth, LLC
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Calibrate Wealth, LLC
November 2017 - December 2024 · 7 yrs 1 mo
Morgan Stanley
January 2014 - November 2017 · 3 yrs 10 mos
Morgan StanleyBroker
January 2014 - November 2017 · 3 yrs 10 mos
State Registrations1 state
IA
Advisor
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.
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