Zachary Fisher is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Kennewick, WA, 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 Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
1009 N. Center Pkwy, Suite 200, Kennewick, WA, 99336
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary is a board member of the Tri-Cities Cancer Center Foundation, a non-investment related activity. He spends minimal time supporting the foundation's mission and fundraising efforts.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Thornburg Investment Management INC
Thornburg Securities CorporationBroker
State Registrations25 states
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