Zachary Frantz
Zachary Frantz is a registered investment advisor at Silver Oak Securities, INC., based in Louisville, KY, with 2 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B 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 | 2.00% |
The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.
Fee Estimator
Location
400 Blankenbaker Parkway, Suite 100, Louisville, KY, 40243
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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 ActivitiesSells Insurance
Zachary is involved with Magnate Wealth Management, LLC as a DBA selling insurance products, dedicating about half his time. He is also an Investment Adviser Representative with Magnate Advisory Services, LLC (full-time) and a Registered Assistant with Silver Oak Securities, Inc. (about 10-20% of his time).
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Magnate Advisory Services, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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
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