Vanessa Zook
Vanessa Zook is a registered investment advisor at Psi Capital Management, based in Lancaster, PA, with 12 years of industry experience. Vanessa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Investment Management, Retirement Planning, Women. Their firm serves 711 clients with $350M 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 $100K | Included |
| $100K - $200K | 1.25% |
| $200K+ | 1.25% |
For accounts below $100,000, PCM charges a negotiated flat fee. PCM's annual fee will not exceed 3.0% of your assets under management. Fees may be negotiable.
Fee Estimator
Contact
Vanessa Zook
Location
147 North Shippen Street, Lancaster, PA, 17602
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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
Vanessa is a 1099 contractor with various insurance companies, selling life, long-term care, health, and disability insurance products, dedicating a few hours per week to this activity. She is also a member of Lancaster SHRM, serving on the Workforce Readiness committee, spending minimal time on this.
Employment History
Current Registrations
Psi Capital Management
Previous Registrations
Park Avenue Securities LLCBroker
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.