Zachary Bouchard
Zachary Bouchard is a registered investment advisor at Boston Standard Wealth Management, LLC, based in Winchester, MA, with 21 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 393 clients with $650M 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 $250K | 1.15% |
| $250K - $750K | 1.00% |
| $750K - $1.8M | 0.85% |
| $1.8M - $3.5M | 0.75% |
| $3.5M - $5.3M | 0.65% |
| $5.3M - $8.6M | 0.55% |
| $8.6M - $12.0M | 0.45% |
| $12M+ | 0.35% |
Fees are generally not negotiable, but the firm reserves the right to negotiate a fixed fee or waive financial planning fees under certain circumstances.
Fee Estimator
Location
31 Church St. # 3, Winchester, MA, 01890
Get directionsHistory
Regulatory History (2)
Regulatory
February 2007Employment Separation After Allegations
June 2006Employment History
Current Registrations
Boston Standard Wealth Management, LLC
Previous Registrations
Ameriprise Financial Services, INC.Broker
Citigroup Global Markets INC.Broker
RBC Dain Rauscher INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.