Zachary Olinger is a CFP-designated registered investment advisor at Cap Partners, LLC, based in Franklin, TN, 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 399 clients with $250M 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 | 2.00% |
| $500K - $2.5M | 2.00% |
| $2.5M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Fees are negotiable. The schedule shows ranges starting from 1.25% down to 0.50% for the lowest tier rate up to 2.00% for the upper range, with a maximum rate cap of 2.00% applied across tiers per extraction guidelines.
Fee Estimator
Location
109 International Drive, Suite 210, Franklin, TN, 37067
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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 →Employment History
Current Registrations
Cap Partners, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
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.
Exams
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