Zachary Johnson is a registered investment advisor at Vance Wealth, based in Santa Clarita, CA, with 1 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 6 more. Their firm serves 428 clients with $890M 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 $500K | 1.50% |
| $500K - $3.5M | 0.90% |
| $3.5M - $15.0M | 0.50% |
| $15M+ | 0.35% |
Fees may be negotiable at the sole discretion of the advisor. Certain legacy clients may be subject to different fee schedules not to exceed 2.00% annually.
Fee Estimator
Location
26491 Summit Circle, Santa Clarita, CA, 91350
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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
Vance Wealth
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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