Zachary Financial Consultants, LLC offers income tax planning and preparation, trust and estate planning, succession planning, financial planning, retirement planning, tax exam representation, and merger and acquisition consulting. They review your investment portfolio and trust/estate documents. Zachary Financial Consultants does not directly manage investments but refers clients to wealth managers. Clients pay an all-inclusive fee to the wealth manager, and Zachary Financial Consultants receives a portion of that fee.
Fee Structure
Zachary Financial Consultants does not charge a fee for investment services. Instead, they connect you with a wealth manager who manages your investments. The wealth manager charges 1% per year for accounts under $5 million. This fee may be lower for larger accounts. Zachary Financial Consultants receives 30% of the wealth manager's fee.