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CFP
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CFP

Zachary Bachner

Gradient Wealth Management
7 Years of Experience
Sterling Heights, MI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Zachary Bachner is a CFP-designated registered investment advisor at Gradient Wealth Management, based in Sterling Heights, MI, with 7 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 3 more. Their firm serves 4,553 clients with $610M in assets under management.

Gradient Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
Number of Clients
4,553 clients
Average Client Portfolio
$134K average
Assets Under Management
$607.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is up to 2.00% of assets under management. Fees are negotiable and may vary based on the money manager selected and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

43409 Schoenherr Road, Sterling Heights, MI, 48313

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Zachary works as a paraplanner for Summit Financial Consulting, dedicating full-time hours to financial planning and insurance sales. He also owns Rivendell Capital Management LLC, Summit Health Services, Summit Insurance Services, Summit Tax Services LLC, and is a sole proprietor for insurance sales.

Employment History
Current Registrations
Gradient Securities, LLCBroker
February 2019 - Present · 7 yrs 8 mos
Summit Financial Working with People You Trust
February 2019 - Present · 7 yrs 8 mos
State Registrations2 states
MITX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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