Zachary Park
Zachary Park is a registered investment advisor at Gradient Advisors, LLC, based in Central Point, OR, with 6 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.
Location
60 N 4th St, Suite B2, Central Point, OR, 97502
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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 the owner and investment advisor representative at ZKP Insurance Services LLC, focusing on advisory, insurance, and Medicare services, dedicating nearly full-time hours to this. He is also an agent with American Senior Benefits providing insurance services, taking about 10-20% of his time, and a member of Pin High Entertainment & Fundraising, spending a few hours per week on charity golf events.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Questar Capital CorporationBroker
Ameritas Investment CORP.Broker
Proequities, INC.Broker
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.