Zachary Passman is a registered investment advisor at LPL Financial LLC, based in Colts Neck, NJ, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
411 State Route 34 Ste 1, Building Iii, Ste 301, Colts Neck, NJ, 07722
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary is a musician, writing, playing, recording, and producing music, including jingles, dedicating minimal time to this pursuit. He also operates Varbeco Wealth Management as a DBA for his LPL business and works as a payroll assistant for Hamilton Park Group, spending minimal time on this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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