Zachary Fahrion is a registered investment advisor at Edward Jones, based in Cortez, CO, with 14 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
30 West 1st St, Suite B, Cortez, CO, 81321
Get directionsHistory
Regulatory History (6)
Financial
March 2020Financial
February 2020Financial
July 2019Financial
June 2019Financial
June 2019Financial
December 2018Other Business Activities
Zachary owns ZF Productions, an arts and crafts business selling handcrafted gifts on Etsy.com, since 2016. This activity requires minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations33 states
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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