Zachary Payne is a registered investment advisor at LPL Financial LLC, based in Iowa City, IA, with 8 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
500 Iowa Avenue, Iowa City, IA, 52240
Get directionsHistory
Regulatory History (1)
Financial
July 2018Other Business Activities
Zachary operates his LPL business under the DBA GreenState Wealth Management since 2020, dedicating all of his time to it. He also serves as a pastor at Two Timbers Church of Christ since 2015, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations22 states
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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