Zachary Davidson
Zachary Davidson is a registered investment advisor at Comprehensive Capital Management, INC., based in Rockaway, NJ, with 6 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,105 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCM offers investment management services where the annual fee is a percentage of the assets they manage. The fee generally ranges from 0.25% to 2.95%. Each financial advisor at CCM can set their own fee rates within this range and negotiate with clients. CCM also offers active management services for a similar fee range. Pension consulting services are also offered for a similar fee range.
Location
100 Enterprise Drive, Suite 504, Rockaway, NJ, 07866
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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 ActivitiesSells Insurance
Zachary is a tax preparer with Lori A. Hodge, CPA & Associates, PC, and an Investment Advisor Representative with Harper & Hodge. He also has a life insurance license and sells life insurance, dedicating minimal time to it, and owns Davidson Wealth Management, PC.
Employment History
Current Registrations
Comprehensive Capital Management, INC.
Apw Capital, INC.Broker
State Registrations16 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.