Zach Driscoll is a registered investment advisor at Bpm Wealth Advisors, LLC, based in San Francisco, CA. Zach operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Retirement Planning. Their firm serves 59 clients with $270M 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 | 1.75% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Investment management fees are negotiable and may vary based on the scope of services, duration of services, other relationships with the client, and the size of the client. A minimum of $500,000 in investable assets is generally required, but this may be waived.
Fee Estimator
Location
One California Street Suite 2500, San Francisco, CA, 94111
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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
Bpm Wealth Advisors, LLC
Valmark Advisers, INC.
Valmark Securities, INC.
Valmark Securities, INC.Broker
State Registrations2 states
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