Zachary Abbotoni is a registered investment advisor at Econologics Financial Advisors, based in Largo, FL, with 8 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 259 clients with $140M 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 $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.70% |
Fees are negotiable. The investment advisory fee is in addition to fees charged by the Portfolio Manager, which will generally not exceed an annual rate of 1%. Combined investment advisory fees of Econologics Financial Advisors and the Portfolio Manager could equal or exceed 2%.
Fee Estimator
Location
2401 West Bay Drive, Suite 603, Largo, FL, 33770
Get directionsHistory
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 has an accounting and administrative role at H and D Enterprises, a McDonald's franchisee, involving spreadsheets. This requires minimal time.
Employment History
Current Registrations
Econologics Financial Advisors
Previous Registrations
Means Wealth Management
Means Wealth ManagementBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.