Zachary Houston is a registered investment advisor at Footprints Asset Management & Research, INC., based in Omaha, NE, 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 Investment Management. Their firm serves 100 clients with $42M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
100 clients
Average Client Portfolio
$419K average
Assets Under Management
$41.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.00%

Minimum of $200,000 of assets per account is recommended, but it is negotiable. Discounts may be offered to staff, family members, and friends of associated persons.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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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Employment History
Current Registrations
Footprints Asset Management & Research, INC.
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Northern Lights Distributors, LLCBroker
April 2017 - December 2017 · 8 mos
State Registrations3 states
IANETX
Advisor

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.
Zachary Houston - Financial Advisor | TrueAdvisor