Zach Royter is a registered investment advisor at Lone Peak Advisers, based in Draper, UT, with 5 years of industry experience. Zach operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 905 clients with $130M 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 | 2.90% |
The total asset management fee will not exceed 2.9% annually. Fees are negotiable based on account size and complexity. Friends, family, and firm representatives may receive fee discounts.
Fee Estimator
Location
11650 South State Street, Suite 200, Draper, UT, 84020-7150
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 ActivitiesSells Insurance
Zach is an independent agent with Premier Advisors, LLC, focusing on health and pure term life insurance policies. He dedicates about 10-20% of his time to this business.
Employment History
Current Registrations
Lone Peak Advisers
Previous Registrations
Lone Peak Advisers
State Registrations3 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
More Advisors
- Brad Myers, ChFCLone Peak Advisers
- David JamesLone Peak Advisers
- Cody Lewis, ChFCProactive Wealth Management, INC.
- Bradyn Haderlie, CFPCapita Financial Network, LLC
- Barton Wagstaff, CFPCapita Financial Network, LLC
- Andrew Hills, CFPSan Francisco Wealth Planning LLC