Zachary Musgrave
Zachary Musgrave is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Burlington, VT, with 13 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B 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 | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
346 Shelburne Road, Suite 501, Burlington, VT, 05401
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2024Other Business Activities
Zachary is an officer and director for the Cancer Patient Support Foundation, a non-profit organization, dedicating a few hours per week. He is also a partner at Hickok & Boardman Capital Management, spending about 10-20% of his time there.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Hickok & Boardman Capital Management
State Registrations22 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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