Zachary Fietsch is a registered investment advisor at Jackalope Capital, based in Chicago, IL, with 5 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 2 clients with $5.5M 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 |
|---|---|
| Up to $100.0M | 1.00% |
| $100M+ | 1.00% |
Fees are negotiable. The fee above $100,000,000 is not to exceed 1%.
Fee Estimator
Location
Chicago, IL
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 Activities
Zachary is a Tax Principal and CPA at ZFP, CPA in Chicago, IL since 2016. This activity is not investment-related.
Employment History
Current Registrations
Jackalope Capital
Previous Registrations
Jackalope Capital
Jackalope Capital
Jackalope Capital
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.