Zachary Pitman
Zachary Pitman is a registered investment advisor at Missionsquare Wealth Management, based in Washington, DC, with 4 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.70% |
| $100K - $500K | 0.65% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.55% |
This fee schedule is for the Unified Managed Account (UMA) Program. The Digital Adviser program has a flat fee of 0.40%. Fees are non-negotiable, but may be aggregated across household accounts. Up to 1% of your account will be held in a cash sweep vehicle and excluded from the wrap fee.
Fee Estimator
Location
777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240
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 is a board member for Leadership Evergreen, a nonprofit organization offering leadership curriculum. He spends minimal time on this activity, assisting with decision-making, technology, and finances.
Employment History
Current Registrations
Missionsquare Wealth ManagementBroker
Missionsquare Retirement
Missionsquare Wealth Management
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations9 states
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