Zachary Buterbaugh
Zachary Buterbaugh is a registered investment advisor at Mangolds Investment Advisors INC., based in Lancaster, PA, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 493 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable, but typically only exercises this discretion for our employees. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
2938 Columbia Avenue, Suite 801, Lancaster, PA, 17603
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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 works as a tax professional at Mangolds Tax Services Inc. since 2013. This activity is not investment-related.
Employment History
Current Registrations
Mangolds Investment Advisors INC.
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
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.