Zachary White
Zachary White is a CFP-designated registered investment advisor at Phillip B. White CO., INC, based in San Luis Obispo, CA, with 10 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 248 clients with $270M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The minimum annual fee is $6,250.00 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
11573 Los Osos Valley Road, Suite D, San Luis Obispo, CA, 93405
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 an Investment Advisor Representative with Securities America Advisors since 2017. He also works as a sales assistant at Phillip B White Co, Inc., an insurance brokerage, dedicating a few hours per week to administration, servicing policies, sales, and client correspondence.
Employment History
Current Registrations
Phillip B. White CO., INC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Foothill Securities, 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.