Zachary Banks
Zachary Banks is a registered investment advisor at Siebert Advisornxt, LLC., based in New York, NY, 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 Investment Management. Their firm serves 786 clients with $290M 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 | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee schedule is the starting point for negotiation. Siebert negotiates fees with clients and may charge a lesser or greater management fee than listed.
Fee Estimator
Location
300 Vesey Street, 5th Floor, New York, NY, 10282
Get directionsHistory
Regulatory History (1)
Criminal
February 2019Other Business Activities
Zachary is a dual employee and Investment Advisory Representative for Siebert AdvisorNxt, LLC, an investment advisory firm. He spends a full-time workload split evenly between this role and Muriel Siebert & Co., LLC.
Employment History
Current Registrations
Siebert Advisornxt, LLC.
Muriel Siebert & CO., LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations19 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.