Zachary Threadgill
Zachary Threadgill is a registered investment advisor at Threadgill Financial, LLC, based in The Woodlands, TX, 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 High Net Worth, Investment Management. Their firm serves 381 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
2170 Buckthorne Place, Suite 260, The Woodlands, TX, 77380
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 →Other Business ActivitiesSells Insurance
Zachary is involved in insurance sales since 2010. The time commitment varies, and this activity is not investment-related.
Employment History
Current Registrations
Threadgill Financial, LLC
Previous Registrations
Awm Financial Services INC. DBA Allied Wealth Management
Money Matters with Ken Moraif
Cambridge Investment Research Advisors, INC.
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.