Zachary Tornquist is a registered investment advisor at Inspire Advisors, LLC, based in Meridian, ID, with 8 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 3,536 clients with $1.3B 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 $50K | 1.50% |
| $50K - $125K | 1.25% |
| $125K - $250K | 1.15% |
| $250K - $500K | 1.10% |
| $500K - $1000K | 1.05% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Representative may select from multiple fee schedules (Schedules 1 through 8). Maximum advisory fee is capped at 2.50% annually. Separately managed accounts may carry additional platform fees of 0.35% or 0.55%.
Fee Estimator
Location
3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646
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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 product specialist for Inspire Investing LLC, focusing on sales and service of Inspire ETFs and SMAs, dedicating full-time hours to this role. He also works as a financial advisor for Inspire Advisors LLC, spending about a quarter of his time providing financial advice to clients.
Employment History
Current Registrations
Inspire Investing, LLC
Inspire Advisors, LLC
Previous Registrations
Foreside Financial Services, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Robinhood Financial, LLCBroker
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Key Investment 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.
Exams
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