Zachary Mccann is a registered investment advisor at Captrust, based in Allentown, PA, with 13 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, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
600 Hamilton Street, Suite 900, Allentown, PA, 18101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Zachary is a Relationship Manager for institutional investment advisory clients and NQDC, COLI, and BOLI clients at Captrust/CapFinancial Partners, LLC dba Strategic Advisor Group since 2015. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Captrust
M Holdings Securities, INC.Broker
Previous Registrations
Mfp Strategies
State Registrations1 state
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