Michael Zacha is a registered investment advisor at Value Investment Professionals, LLC, based in Bend, OR, with 2 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 158 clients with $250M 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 | 1.00% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Qualified clients are charged an asset-based management fee of 1.00% on all assets under management and a performance-based fee on any increase above a high water mark.
Fee Estimator
Location
Bend, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a VP of Tax Resolution at Fortress Financial Services, Inc. This takes nearly full-time, with 120 hours during trading hours.
Employment History
Current Registrations
Value Investment Professionals, LLC
State Registrations1 state
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