Zachary Geertsen is a CFP-designated registered investment advisor at Capita Financial Network, LLC, based in Draper, UT, 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 Alternative Investments, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 2,888 clients with $2.3B 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 | 1.75% |
Fees generally range from 1% to 1.75% annually and are negotiable at the firm's discretion.
Fee Estimator
Location
14658 S. Bangerter Pkwy, Ste 300, Draper, UT, 84020
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
Capita Financial Network, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services 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
More Advisors
- Andrew Angerbauer, CFPCapita Financial Network, LLC
- Barton Wagstaff, CFPCapita Financial Network, LLC
- Sean Jones, CFPCapita Financial Network, LLC
- Bradyn Haderlie, CFPCapita Financial Network, LLC
- Tyson Long, CFPCapita Financial Network, LLC
- Timothy Gottfredson, CFPCapita Financial Network, LLC