Zachary Cline is a registered investment advisor at Peakvalley Wealth, LLC, based in Roanoke, VA, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 169 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 | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Accounts within the same household can be combined for a reduced fee. The annual fee is negotiable.
Fee Estimator
Location
2762 Electric Road, Suite C, Roanoke, VA, 24018
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Zachary is a manager at Dr. Steven D. Lutz DDS PC, a dental office, dedicating approximately 37.5% of his time. He also serves as a council member for the Town of Tazewell, spending about 10% of his time on this role.
Employment History
Current Registrations
Peakvalley Wealth, LLC
State Registrations2 states
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