Zachary Messina
Zachary Messina is a registered investment advisor at Ep Wealth Advisors, based in Brighton, MI, with 24 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 14,834 clients with $36B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EP Wealth Advisors offers investment management services for a fee based on a percentage of the value of your portfolio. The fee is billed either quarterly in advance or quarterly in arrears. The fees for non-discretionary accounts are higher than those for discretionary accounts. Fees are negotiable based on factors like the size and complexity of the relationship. The firm may combine account values of family members to determine the applicable advisory fee. You can terminate the agreement with written notice and receive a pro-rata refund of unearned fees.
Location
135 W North St., Brighton, MI, 48116
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2013Employment Separation After Allegations
April 2013Customer Dispute
October 2008Customer Dispute
May 2005Other Business ActivitiesSells Insurance
Zachary is the managing member of Z.B. Messina Financial Services LLC, owner and insurance agent at Executive Financial Planning, director and 1% owner of EWM Capital, and owner of EWM Tax Solutions. These activities take up a significant amount of Zachary's time, including a full-time commitment to Z.B. Messina Financial Services LLC and EWM Capital, and minimal time to Executive Financial Planning and EWM Tax Solutions.
Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Private Client Services, LLCBroker
Executive Wealth Management, LLC
Invest Financial Corporation
Invest Financial CorporationBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations2 states
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.