Zachary Abraham
Zachary Abraham is a registered investment advisor at Trek Financial, based in Scottsdale, AZ, with 16 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, Investment Management, Retirement Planning. Their firm serves 5,035 clients with $2.5B 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 | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be subject to negotiation depending upon unique circumstances. Fees assessed on different assets in a portfolio may vary, depending on restrictions and complexity of management. In addition to the advisory fee, a platform fee is charged. Third-party managers and sub-advisors will charge an additional fee.
Fee Estimator
Location
8355 East Hartford Drive, Suite 105, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (3)
Financial
December 2016Financial
November 2016Criminal
November 2002Other Business ActivitiesSells Insurance
Zachary is an investment advisor representative doing business as Bulwark Capital Management and is insurance licensed to sell fixed term life insurance products. He also acts as a private investment fund solicitor for BCM Alpha Fund, LLC and BCM Alpha Fund II, LLC, dedicating about 10-20% of his time, and serves as a Director on the Board of Directors for Tectonic Audio Labs, Inc, dedicating a few hours per week.
Employment History
Current Registrations
Trek Financial
Previous Registrations
Clear Creek Financial Management, LLC
Northwest Asset Management
Abraham & CO., INC.Broker
Abraham & CO., INC.
C.K. Cooper & Company, INC.
C.K. Cooper & Company, INC.Broker
Abraham & CO., INC.
Abraham & CO., INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
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.