Zachary Lindquist is a registered investment advisor at Laureate Wealth Management, LLC, based in Glen Ellyn, IL, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 40 clients with $100M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
460 N. Main Street, Suite 304, Glen Ellyn, IL, 60137
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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 is the Director of Operations for Pure Crypto, LP and Pure Crypto II, both private funds of funds, since 2018. He is also a General Partner in LWM C-Springs Self Storage and Manor RV Park LLC, both real estate development projects.
Employment History
Current Registrations
Laureate Wealth Management, LLC
State Registrations1 state
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