Zachary Staggs is a registered investment advisor at Farther, based in Carlsbad, CA, 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 Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B 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 | 2.00% |
Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.
Fee Estimator
Location
Carlsbad, CA
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Regulatory History (1)
Criminal
July 2009Other Business ActivitiesSells Insurance
Zachary is a sales associate at Hollencrest Insurance Services, Inc. since 2011, selling various insurance products as needed by clients, dedicating a few hours per week.
Employment History
Current Registrations
Farther
Previous Registrations
Hollencrest Capital Management
Hollencrest Capital Management, LLCBroker
State Registrations2 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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