Zachary Smith is a registered investment advisor at Savvy, based in Shelby Township, MI, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B 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 | 1.90% |
Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.
Fee Estimator
Location
Shelby Township, MI
Get directionsHistory
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 is the Corporate Safety Director at De-Cal, Inc., an industrial construction company, spending nearly full-time ensuring OSHA compliance. He also owns Divine Safety, LLC, a safety consulting firm, dedicating about 10-20% of his time to auditing construction projects for OSHA compliance.
Employment History
Current Registrations
Savvy
Previous Registrations
Thepartners Wealth Management
Trivelloni Asset Management
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.
Exams
More Advisors
- Brian Vanhevel, CFPThrivent Investment Management INC.
- James Reinhart, PFSCetera Investment Advisers LLC
- David Kurschat, CFPCreative Financial Designs, INC.
- Kimberly Arnett, CFPEdward Jones
- Holly Macdonald, CFPCambridge Investment Research Advisors, INC.