Zachary Donley is a registered investment advisor at Streamline Financial Strategies LTD, based in Ada, OH, with 1 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 0.75% |
For clients utilizing a Sub-Advisor for asset management services, the fee stated above will include the Sub-Advisor’s fee. Fees are charged monthly in arrears.
Fee Estimator
Location
108 East Highland Avenue, Ada, OH, 45810
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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 →Employment History
Current Registrations
Streamline Financial Strategies LTD
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
State Registrations1 state
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