Zachary Jaro is a CFP-designated registered investment advisor at Baker Tilly Wealth Management, LLC, based in Milwaukee, WI, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 753 clients with $5.2B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Maximum annual fee will not exceed 1.50%. Fees are negotiable based on portfolio size and complexity.
Fee Estimator
Location
790 N Water Street, Suite 2000, Milwaukee, WI, 53202
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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 spends 100% of his time on advisory services with Baker Tilly Wealth Management, LLC. His salary and variable compensation are paid by Baker Tilly Advisory Group, LP.
Employment History
Current Registrations
Baker Tilly Wealth Management, LLC
Previous Registrations
Annex Wealth Management, LLC
H. Beck, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, 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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