ZE
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Zachary Eidson
17 Years of Experience
Nashville, TN
1 Disclosure
Zachary Eidson is a registered investment advisor at Davis, Davis and Conover Wealth Management, LLC, based in Nashville, TN, with 17 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Retirement Planning. Their firm serves 154 clients with $170M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$169.6M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
- Comprehensive financial plan — $1,500 to $5,000, depending on the complexity of the plan.
- Consulting services — $250 per hour.
One-Time Plan:$1,500 - $5,000
Hourly Rate:$250/hr
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Location
3102 West End Ave, Suite 400, Nashville, TN, 37203
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
August 2017Employment History
Current Registrations
Davis, Davis and Conover Wealth Management, LLC
August 2017 - Present · 8 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
December 2008 - August 2017 · 8 yrs 8 mos
UBS Financial Services INC.Broker
September 2008 - August 2017 · 8 yrs 11 mos
State Registrations2 states
TNTX
Advisor
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
No exam information available for this advisor.