Zachary Lipton is a registered investment advisor at Fellowship Financial Planning, based in Coeur D'Alene, ID, with 9 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 938 clients with $360M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiated, lowered, or waived for family, friends, or based upon the complexity level of the client situation. In some situations Investment Management Clients are on a flat fee schedule based upon the historical relationship.
Fee Estimator
Location
610 W Hubbard Street, Suite 202, Coeur D'Alene, ID, 83814
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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 serves as a music worship leader at Christ Our Hope Bible Church since 2015, receiving a monthly stipend. This activity takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Fellowship Financial Planning
Previous Registrations
Financial Advocates Investment Management
VALIC Financial Advisors, INC.
VALIC Financial Advisors, 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.