Zachary Wolfson is a registered investment advisor at Wolfson Private Wealth, LLC, based in Ft. Lauderdale, FL, with 7 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 16 clients with $2.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wolfson Private Wealth charges an annual fee for managing your investments, ranging from 0.5% to 1% of your portfolio's value. The exact percentage depends on the amount you invest, the type of services provided, and the level of administration requested. The fee is calculated based on the average daily balance and is billed quarterly. The advisory fee is negotiable.
Location
1700 NW 64th St, # 470, Ft. Lauderdale, FL, 33308
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wolfson Private Wealth, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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