Zachary Zwick
Zachary Zwick is a CFP-designated registered investment advisor at Three Bearings Fiduciary Advisors, INC., based in Hampton, NH, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 190 clients with $310M 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 $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Contact
Zachary Zwick
Location
380 Lafayette Road Unit D, Hampton, NH, 03842
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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
Three Bearings Fiduciary Advisors, INC.
Previous Registrations
Johnson Brunetti
State Registrations4 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