Zachary Purvis
Zachary Purvis is a CFA-designated registered investment advisor at Halley Hill Wealth Management LLC, based in Perry, GA, with 5 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 15 clients with $18M 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 - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
915B Main Street, Perry, GA, 31069
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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
Zachary is an independent insurance agent providing insurance products and services, dedicating minimal time to this activity. He also owns and manages residential rental property, taking a few hours per week. Finally, Zachary serves as an expert witness for legal cases, which can involve significant time during active engagements.
Employment History
Current Registrations
Halley Hill Wealth Management LLC
State Registrations1 state
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