Zach Jonson is a CFA-designated registered investment advisor at Stack Financial Management INC, based in Whitefish, MT, with 22 years of industry experience. Zach operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 833 clients with $2B 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 $1.3M | 1.20% |
| $1.3M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees for accounts over $10,000,000 follow a tiered structure available upon request. Fees may be negotiable for certain clients.
Fee Estimator
Location
625 Wisconsin Avenue, Whitefish, MT, 59937-2129
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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.
Learn about disclosures →Other Business Activities
Zach is a non-managing member of SFM Legacy, LLC, established for internal succession of Stack Financial Management, since September 2022. He dedicates minimal time to this non-investment-related business.
Employment History
Current Registrations
Stack Financial Management INC
Previous Registrations
Icon Distributors, INC.Broker
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.
Exams
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