Zackary Smutzer is a registered investment advisor at Sage Wealth Planning, based in Georgetown, TX. Zackary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 119 clients with $130M 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 | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.10% |
Minimum annual fee is $3,000 for accumulators and $5,000 for retirees and business owners. Certain legacy clients are charged pursuant to a different asset-based fee schedule, or pursuant to a flat annual fee charged monthly or quarterly.
Fee Estimator
Location
116 W 8th Street, Unit 207, Georgetown, TX, 78626
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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 →Employment History
Current Registrations
Sage Wealth Planning
State Registrations1 state
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