Gary Zoller
Gary Zoller is a registered investment advisor at Apple Tree Asset Management, LLC, based in Fort Wayne, IN, with 24 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,095 clients with $130M 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 $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.75% |
An administrative fee of 0.25% is charged in addition to the management fee. Management fee is negotiable based on the size of the account. The client may aggregate accounts to achieve a lower management fee.
Fee Estimator
Location
4321 Flagstaff Cove, Fort Wayne, IN, 46815
Get directionsHistory
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 ActivitiesSells Insurance
Gary is the president of Meert/Zoller Financial Group, offering insurance and investment services, dedicating nearly full-time hours to this role. He also owns Auburn Image Center Inc. and Boswell-Zoller Inc., spending minimal time on each, and works as an Investment Adviser Representative for Apple Tree Asset Management, LLC, dedicating full-time hours to this role.
Employment History
Current Registrations
Apple Tree Asset Management, LLC
Previous Registrations
Meert/ Zoller Financial Group
Meert/ Zoller Financial Group
Ssn Advisory, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
A. G. Edwards & Sons, INC.
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.