Zachary Tekamp
Zachary Tekamp is a CFP-designated registered investment advisor at Heritage Wealth Management Group, LTD, based in Norfolk, VA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 180 clients with $150M 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 $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
Fees may be negotiated individually with some clients and may differ from the fees shown in the table, depending on portfolio size, the types of the investments, the services required, and the longevity of the account.
Fee Estimator
Location
733 Boush Street, Suite 100, Norfolk, VA, 23510-1591
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 ActivitiesSells Insurance
Zachary sells fixed and term life insurance, dedicating minimal time to this activity. He also serves as a Peer Review Editor for the Journal of Financial Planning and is a member of the Virginia Tech Pamplin College of Business Recent Alumni Board, each requiring minimal time.
Employment History
Current Registrations
Heritage Wealth Management Group, LTD
Previous Registrations
Commonwealth Financial Network
State Registrations1 state
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