Zechariah Schaefer
Zechariah Schaefer is a CFP-designated registered investment advisor at Focus Financial, based in Minneapolis, MN, with 6 years of industry experience. Zechariah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 13,684 clients with $6.8B 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 | 1.00% |
Advisors may use flat fee percentages, fixed dollar fees, linear schedules, or tiered schedules. Fees are negotiable and depend on the account size, complexity, and investment types. Maximum stated rate for general tiers is typically up to 1.00%.
Fee Estimator
Location
1300 Godward Street Ne, Suite 5500, Minneapolis, MN, 55413
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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 →Other Business ActivitiesSells Insurance
Zechariah owns Ascent Tax Services LLC, where he works as a tax preparer, dedicating minimal time. He also works as an instructor for insurance and financial industry training courses, spending about 10-20% of his time, and creates and sells artwork, dedicating minimal time.
Employment History
Current Registrations
Focus Financial
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Ascent Personal Finance, LLC
State Registrations20 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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