Zachary Bennett
Zachary Bennett is a registered investment advisor at Silver Oak Securities, INC., based in Sellersburg, IN, with 1 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
Sellersburg, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary is a commodities broker for Link Crude Resources, LLC, dedicating full-time hours to this role. He is also the managing member of Iratus Ursus LLC, a residential real estate business formed in December 2024.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Silver Oak Securities, INC.
Previous Registrations
First Command Financial Planning, INC.Broker
State Registrations2 states
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