Zachary Leander
Zachary Leander is a registered investment advisor at Leander Wealth Management LLC, based in Salt Lake City, UT, 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 High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are assessed monthly in advance and are negotiable at the firm's sole discretion.
Fee Estimator
Location
Salt Lake City, UT
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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 is involved with Highpoint Wealth Management, Inc. as a DBA/Support Company Advisor since April 2024, but dedicates minimal time to this activity.
Employment History
Current Registrations
Leander Wealth Management LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Tastytrade, INC.Broker
Equitable Distributors, 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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