Zachary Huneycutt is a registered investment advisor at Strathmore Capital Advisors, based in Charlotte, NC, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 501 clients with $810M 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 $2.5M | 1.25% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees negotiable. For endowments and participant-directed qualified retirement plans: - First $2.5 million: 0.80% - Next $2.5 million: 0.40% - Next $5 million: 0.30% - Balance above $10 million: 0.20%
Fee Estimator
Location
2825 South Blvd., Suite 350, Charlotte, NC, 28209
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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 volunteers on the finance committee for First Baptist Church Mount Holly, a religious institution. He spends minimal time on this activity and does not directly control any investments or funds.
Employment History
Current Registrations
Strathmore Capital Advisors
Previous Registrations
Dfa Securities LLCBroker
State Registrations1 state
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