Zachary Wooten is a CFP-designated registered investment advisor at Capital Markets Iq, LLC, based in Shepherdsville, KY, with 2 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 884 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.80% |
Fees are typically 0% to 2.80% of assets under management and are fully negotiable. Certain clients negotiate tiered progressive fee schedules.
Fee Estimator
Location
Shepherdsville, KY
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 →Employment History
Current Registrations
Capital Markets Iq, LLC
Previous Registrations
Csenge Advisory Group, LLC
Magnolia Wealth Management LLC
Argi Investment Services, LLC
State Registrations2 states
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
More Advisors
- Derek Decker, CFPEdward Jones