Zachery Smith
Zachery Smith is a registered investment advisor at Great Lakes Retirement Solutions, INC., based in Saginaw, MI, with 3 years of industry experience. Zachery 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, Investment Management, and 2 more. Their firm serves 86 clients with $39M 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 $500K | 1.10% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $4.0M | 0.50% |
| $4.0M - $10.0M | 0.25% |
| $10.0M - $100.0M | 0.10% |
| $100M+ | 0.10% |
Fees are negotiable based on account size and/or multiple accounts within the household. There are two fee schedules, the higher of the two was used for this schedule.
Fee Estimator
Location
2135 N. Center Road, Suite 1, Saginaw, MI, 48603
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 ActivitiesSells Insurance
Zachery is a life insurance agent for Premier Financial Group, operating as independent life insurance producers, since May 2022. This takes about half of Zachery's time.
Employment History
Current Registrations
Great Lakes Retirement Solutions, INC.
Previous Registrations
Richmark Private Wealth Management
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.