Zachary Morris is a CFP-designated registered investment advisor at Paces Ferry Wealth Advisors, LLC, based in Atlanta, GA, with 14 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 225 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paces Ferry offers wealth management for an annual fee based on the amount of your portfolio. This fee generally ranges from 0.25% to 1.50%, depending on the size and composition of your portfolio and the services provided. The annual fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous billing period.
Location
2849 Paces Ferry Road, Suite 660, Atlanta, GA, 30339
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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.
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Zachary is a silent investor/beneficiary in Morris Family Investments, a real estate entity, since 2010, and an investor in Bodhi Tree Investments, LLC since 2019. He spends minimal time on these activities.
Employment History
Current Registrations
Paces Ferry Wealth Advisors, LLC
Previous Registrations
Tru Independence Asset Management, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
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