Zachary Brown
Zachary Brown is a registered investment advisor at Northbridge Financial Group, LLC, based in Tampa, FL, with 11 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 487 clients with $410M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.65% |
| $6.0M - $7.0M | 0.63% |
| $7.0M - $8.0M | 0.60% |
| $8.0M - $9.0M | 0.57% |
| $9.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.53% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.47% |
| $25.0M - $30.0M | 0.45% |
| $30.0M - $35.0M | 0.42% |
| $35.0M - $40.0M | 0.40% |
| $40.0M - $45.0M | 0.38% |
| $45.0M - $50.0M | 0.35% |
| $50.0M - $55.0M | 0.33% |
| $55.0M - $60.0M | 0.30% |
| $60.0M - $65.0M | 0.28% |
| $65.0M - $70.0M | 0.25% |
| $70M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Location
4300 West Cypress Street, Meridian Two Building, Suite 370, Tampa, FL, 33607
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 operates Northbridge Financial Group LLC as a DBA for LPL business, dedicating full-time hours. He also provides investment advisory services through Northbridge Financial Group, LLC, spending about half his time on this activity. Zachary is also an insurance agent selling non-variable insurance, dedicating a few hours per week.
Employment History
Current Registrations
Northbridge Financial Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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.