Mccarroll Zevenbergen is a ChFC-designated registered investment advisor at Birch Bay Financial Planning, based in Orion, IL. Mccarroll operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | Included |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.85% |
| $2M+ | 0.80% |
Fees are negotiable. Portions of assets under $200,000 pay a standalone planning fee with no investment management fee percentage. Fees are paid monthly in arrears based on average daily balances.
Fee Estimator
Location
Orion, IL
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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
Birch Bay Financial Planning
Previous Registrations
Plan2thrive Financial
State Registrations1 state
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