Zachary Lepore is a registered investment advisor at Trufp, based in Cumming, GA, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 820 clients with $420M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
820 clients
Average Client Portfolio
$514K average
Assets Under Management
$421.7M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are assessed monthly or quarterly in advance. TruFP has the sole discretion to negotiate lower fees or waive them in individual cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3550 Rowe Lane, Cumming, GA, 30041
Get directionsHistory
Regulatory History (1)
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Criminal
June 2017Final Disposition
Employment History
Current Registrations
Trufp
July 2026 - Present · 3 mos
Previous Registrations
Focus Partners Wealth, LLC
July 2024 - April 2026 · 1 yr 9 mos
Buckingham Strategic Wealth, LLC
May 2024 - November 2024 · 6 mos
Florida Financial Advisors, LLC
December 2023 - February 2024 · 2 mos
State Registrations1 state
GA
Advisor
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
No exam information available for this advisor.
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