Zachary Mullnix
Zachary Mullnix is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Lake Oswego, OR, with 6 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
4055 Mercantile Dr, Suite 175, Lake Oswego, OR, 97035
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 →Other Business Activities
Zachary owns a single-family real estate property in Redding, CA since 2011. He also works as a dog sitter through Rover, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations10 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
More Advisors
- Todd Caldwell, CFPCharles Schwab & CO., INC.
- Erick IbarraCharles Schwab & CO., INC.
- Jason Burke, CFPCharles Schwab & CO., INC.
- Shalisa Beck, CFPCharles Schwab & CO., INC.
- Timothy DavisCharles Schwab & CO., INC.
- Samuel Koenig, CFPCharles Schwab & CO., INC.