Zachary Herzog is a registered investment advisor at Wolfgang Capital, based in Temecula, CA, with 12 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 430 clients with $130M 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 | 2.00% |
| $100K - $200K | 1.85% |
| $200K - $300K | 1.70% |
| $300K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
28751 Rancho California Rd, Suite 100, Temecula, CA, 92590
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
Zachary is a fixed life and health insurance salesman with Wolfgang Financial Group, dedicating a significant amount of time to this role. He is also a managing member of Wolfgang Investments, LLC, researching real estate opportunities, and a partner at Wolfgang Tax & Accounting LLP, providing bookkeeping and tax services.
Employment History
Current Registrations
Wolfgang Capital
Previous Registrations
T&t Capital Management
Diverse Financial Investment Advisory Group
State Registrations2 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.