Zachary Gunderson
Zachary Gunderson is a registered investment advisor at Providence Financial and Insurances, INC., based in Woodland Hills, CA, with 10 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 624 clients with $220M 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 $250K | 1.50% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Accounts between $0 and $250,000 are subject to a $2,500 flat fee. Fees are negotiable based on financial circumstances, assets under management, and complexity.
Fee Estimator
Location
6320 Canoga Avenue, Suite 600, Woodland Hills, CA, 91367
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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 →Employment History
Current Registrations
Providence Financial and Insurances, INC.
Previous Registrations
LPL Financial LLC
LPL Financial 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.
Exams
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