Zachary Broadwick
Zachary Broadwick is a CFP-designated registered investment advisor at Korhorn Financial Group, based in Nappanee, IN, with 7 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,241 clients with $930M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. Fixed income securities fee is 0.25%. Custom Index strategies may have an additional fee of 0.10%. Option Overlay strategy may have an additional fee of 0.50%.
Fee Estimator
Location
320 Dal Mar Way, Nappanee, IN, 46550
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 ActivitiesSells Insurance
Zachary works as a tax preparer at KFG Tax & Business Services and dedicates minimal time to this role. He also works at Korhorn Financial Group, Inc. assisting in day-to-day operations full-time. Additionally, Zachary works as an insurance agent at KFG Insurance Agency, spending about 10-20% of his time providing support for insurance sales.
Employment History
Current Registrations
Korhorn Financial Group
Previous Registrations
Kfg Wealth Management, LLC
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.