Zachary Boleyn
Zachary Boleyn is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Columbia, MD, with 11 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, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
6811 Benjamin Franklin Dr., Columbia, MD, 21046
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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 →Other Business ActivitiesSells Insurance
Zachary is an agent at Beacon Pointe Insurance Services, LLC, selling life, health, and accident insurance products since February 2024. This activity takes a few hours per week.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Keeney Financial Group INC.
Triad Advisors LLCBroker
LPL Financial 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.
Exams
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