Zachary Palmer is a CFP-designated registered investment advisor at Ark Royal Wealth Management LLC, based in Raleigh, NC, with 6 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 4 more. Their firm serves 98 clients with $140M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
Fee Estimator
Contact
Zachary Palmer
Location
2700 Wycliff Road, Suite 360, Raleigh, NC, 27607
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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
Ark Royal Wealth Management LLC
Previous Registrations
Modera Wealth Management, LLC
Vanguard Marketing CorporationBroker
State Registrations1 state
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