Zachary Geertsen is a CFP-designated registered investment advisor at Capita Financial Network, LLC, based in Draper, UT, with 15 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,561 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capita Financial Network charges a percentage of the value of your portfolio each year, paid quarterly. The fees generally range from 1% to 1.75% annually, but may be negotiable. Clients with multiple accounts may be charged different rates for each account. Clients may pay different fees for accounts with the same or similar objectives.
Location
14658 S. Bangerter Pkwy, Ste 300, Draper, UT, 84020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Capita Financial Network, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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