Zachary Carvalho
Zachary Carvalho is a registered investment advisor at Sgl Investment Advisors, INC., based in Missoula, MT, 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 Investment Management. Their firm serves 734 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SGL Investment Advisors (SGLIA) offers investment management services through different portfolio types, each with its own fee structure. The annual fee covers both internal management and advisory services, charged quarterly in advance. Fees vary depending on the portfolio type and the amount you invest.
Private Client Portfolios:
- Designed for growth, total return, or capital preservation.
- Example: If you invest $250,000, your annual fee would be 1.5%.
Strategic Income Portfolio:
- Designed for income-focused investors.
- Example: If you invest $250,000, your annual fee would be 0.75%.
Non-Profit Portfolios:
- Designed for non-profit organizations.
- Example: If you invest $250,000, your annual fee would be 1%.
Managed ETF Portfolios:
- Designed for turn-key investors.
- Example: If you invest $5,000, your annual fee would be 1%.
Fees are negotiable for larger portfolios. The Managed ETF Portfolios invest in ETFs, which have their own costs factored into the investment.
Location
283 West Front Suite 302, Suite 302, Missoula, MT, 59802-4328
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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 →Other Business Activities
Zachary is an affiliated investment advisor and equity research specialist at SGL Investment Advisors since 2014, dedicating nearly full-time hours to equity research, portfolio management, and trading. Zachary also owns Zach Carvalho Art, producing and selling fine art for about half of his time, and works as a security supervisor for Logjam Presents for variable hours.
Employment History
Current Registrations
Sgl Investment Advisors, INC.
S.G. Long & Company
S.G. Long & CompanyBroker
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.