Zachery Otwell is a CFP-designated registered investment advisor at Vicus Capital, INC., based in Bentonville, AR, with 1 years of industry experience. Zachery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,277 clients with $3B 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 $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees vary by specific investment strategy and advisor negotiation. Household accounts may qualify for blended fee schedules.
Fee Estimator
Location
Bentonville, AR
Get directionsHistory
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
Vicus Capital, INC.
Previous Registrations
The Arkansas Financial Group, INC.
State Registrations1 state
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
More Advisors
- Jack Parks, CFPForty Three Eighteen Advisors, LLC
- Raymond Goshert, CFPWaterloo Capital
- Mark Fowler, CFA36 North Capital Management, LLC
- Daniel Wright, CFPPrivate Advisor Group, LLC
- Kenneth Kendall, CFPLPL Financial LLC
- Caleb Vering, CFPRoot Financial Partners