Zachary Stein is a registered investment advisor at Carbon Collective Investing, LLC, based in Albany, CA, 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 Investment Management, Socially Responsible Investing. Their firm serves 1,306 clients with $230M 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 $5K | 1.00% |
| $5K+ | 0.25% |
Fee Estimator
Location
524 Madison St, Albany, CA, 94607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Carbon Collective Investing, LLC
State Registrations1 state
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