Zakriah Gardezy
Zakriah Gardezy is a CFP-designated registered investment advisor at Wealthstone Private Wealth Management, LLC, based in Scottsdale, AZ, with 9 years of industry experience. Zakriah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 50 clients with $26M 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 | 0.90% |
The maximum annual fee charged for full-service portfolio management will not exceed 0.90%. Fees are negotiable.
Fee Estimator
Location
7014 E Camelback Rd., Suite B100A, Scottsdale, AZ, 85251
Get directionsHistory
Regulatory History (1)
Financial
March 2024Employment History
Current Registrations
Wealthstone Private Wealth Management, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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.