Zachary Sokora is a registered investment advisor at Tmb Capital Partners, LLC, based in Little Rock, AR, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 432 clients with $870M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees may be negotiable above $10,000,000. Certain legacy client relationships may be charged a higher wealth management fee.
Fee Estimator
Location
2226 Cottondale Ln, Ste 110, Little Rock, AR, 72202
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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 Activities
Zachary is a partner in The Big Short LLC, a rental real estate business, since 2021. He spends minimal time on this activity, as the rental process is largely automated.
Employment History
Current Registrations
Tmb Capital Partners, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Stephens
StephensBroker
Bok Financial Securities, INC.Broker
State Registrations2 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.