Zachary Agenbroad is a registered investment advisor at Godsey & Gibb Wealth Management, based in Richmond, VA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 831 clients with $1.6B 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 - $2.0M | 0.75% |
| $2M+ | 0.50% |
Account minimum, annual fee, and fee schedule are negotiable.
Fee Estimator
Location
6806 Paragon Pl, Ste 230, Richmond, VA, 23230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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The provided text describes Godsey & Gibb Wealth Management's services, including investment management, financial planning, and tax preparation. There is no information about Zachary's outside business activities or insurance sales.
Employment History
Current Registrations
Godsey & Gibb Wealth Management
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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