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Zachary Krause

Astoria Portfolio Advisors LLC
3 Years of Experience
Denver, CO
1 Disclosure
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Zachary Krause is a registered investment advisor at Astoria Portfolio Advisors LLC, based in Denver, CO, with 3 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 123 clients with $980M in assets under management.

Astoria Portfolio Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
123 clients
Average Client Portfolio
$7.9M average
Assets Under Management
$977.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees for direct individual clients generally range from 0.20% to 1.25% of assets under management, and the overall fee will not exceed 1.75%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Denver, CO

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History

Regulatory History (1)
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Employment Separation After Allegations
November 2024
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Astoria Portfolio Advisors LLC
March 2026 - Present · 7 mos
Previous Registrations
Transamerica Capital, LLCBroker
January 2025 - February 2026 · 1 yr 1 mo
Fidelity Personal and Workplace Advisors
November 2022 - December 2024 · 2 yrs 1 mo
Fidelity Brokerage Services LLCBroker
September 2022 - December 2024 · 2 yrs 3 mos
State Registrations2 states
CONY
Advisor

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
No exam information available for this advisor.
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