Zachary Holdsworth is a registered investment advisor at Simmons Capital Group, based in Halfmoon, NY, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 463 clients with $210M 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 $1.0M | 1.65% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees for accounts over $10,000,000 are negotiable. Retirement plan services range from 0.50% to 1.00%.
Fee Estimator
Location
139 Meyer Road, Halfmoon, NY, 12065
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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 has associate advisory responsibilities with Steward Advisors Group, an independent RIA, since September 2022. He spends about half his time meeting with clients and handling operational tasks.
Employment History
Current Registrations
Simmons Capital Group
Steward Advisors Group, LLC
State Registrations2 states
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