Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable. Minimum account size is generally $1,000,000, implying a minimum fee of $10,000, but may be waived.
Fee Estimator
Location
460 N. Main Street, Suite 304, Glen Ellyn, IL, 60137
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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 Activities
Zachary is the Director of Operations for Pure Crypto, LP and Pure Crypto II, both private funds of funds, since 2018. He is also a General Partner in LWM C-Springs Self Storage and Manor RV Park LLC, both real estate development projects.
Employment History
Current Registrations
Laureate Wealth Management, LLC
State Registrations1 state
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