Zachary Otey
Zachary Otey is a registered investment advisor at Integrity Advisory Solutions, based in Mt Pleasant, SC, with 2 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
Mt Pleasant, SC
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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 ActivitiesSells Insurance
Zachary is a co-owner of Lighting SolutionZ, LLC, an electrical contractor, spending about a third of his time on it. He also works for Hegemon Group International selling fixed insurance and annuities, dedicating about a quarter of his time, and is an advisor for Wealth Format System, LLC, his DBA for securities business, spending about a quarter of his time.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Integrity Alliance, LLC
Gladstone Wealth Partners
State Registrations1 state
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