Zachary Paul
Zachary Paul is a registered investment advisor at Kirtland Hills Capital Management, LLC, based in Broadview Heights, OH, with 5 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, High Net Worth, Investment Management. Their firm serves 363 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are subject to negotiation in certain circumstances.
Fee Estimator
Location
Broadview Heights, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Zachary works as a Software Platform Data Engineer at Hyland Software, a software and data management company, since 2021. This work takes nearly all of Zachary's time.
Employment History
Current Registrations
Kirtland Hills Capital Management, LLC
State Registrations1 state
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