Zachary Miller is a CFP-designated registered investment advisor at Upstream Financial Advisors LLC, based in Waconia, MN, 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 31 clients with $26M 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 $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
Waconia, MN
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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 sole owner and president of Upstream Financial Advisors LLC, a financial advisory practice. The LLC was inactive at the time of filing, and Zachary spends no time on this activity.
Employment History
Current Registrations
Upstream Financial Advisors LLC
Previous Registrations
Avantax Advisory Services
State Registrations2 states
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