Zachary Hamm-Phipps is a CFA-designated registered investment advisor at Aurdan Capital Management, LLC, based in Wayne, PA, with 14 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 423 clients with $530M 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 $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees for amounts over $10,000,000 are negotiable. Minimum account size is typically $1,000,000.
Fee Estimator
Location
1550 Liberty Ridge Drive, Suite 280, Wayne, PA, 19087
Get directionsHistory
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
Aurdan Capital Management, LLC
Previous Registrations
Sei Investments Management CORP
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.
Exams
More Advisors
- Sara Turner, CFPAurdan Capital Management, LLC
- Eric Hildenbrand, CFAAurdan Capital Management, LLC
- Carol Mayhart, ChFCNations Financial Group, INC.
- Alexander Cabot, ChFCRaymond James Financial Services Advisors, INC
- Aaron Filbeck, CFA, CFPWaldron Private Wealth
- Thomas Huber, CFAWick Capital Partners, LLC