Zachary Bouck is a registered investment advisor at Denver Wealth Management, INC., based in Denver, CO, with 17 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 986 clients with $530M 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 $100K | 1.50% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $6.0M | 0.80% |
| $6.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees associated with accounts greater than $7,000,000 will be negotiated. For any managed cash account where no equities or securities are bought in the account, the advisory fee is 0.50%. Employees and certain family members may be charged a lower fee in accordance with the Advisor’s family discount program.
Fee Estimator
Location
4582 S Ulster St., Suite 1300, Denver, CO, 80237
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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 →Other Business Activities
Zachary spends the majority of his time providing investment advisory services through Denver Wealth Management and Providence Capital Partners Inc. He also owns and rents out several real estate properties, dedicating minimal time to these activities.
Employment History
Current Registrations
Denver Wealth Management, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations26 states
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