Zachary Nelson is a CFP-designated registered investment advisor at Wellth Advisory Services, LLC, based in Redwood City, CA, with 19 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,383 clients with $24B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
1733 Woodside Road Suite 350, Redwood City, CA, 94061
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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 →Employment History
Current Registrations
Wellth Advisory Services, LLC
Previous Registrations
Global Retirement Partners LLC
Newfront Retirement Services, INC.
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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