Zachary Wooten is a CFP-designated registered investment advisor at Capital Markets Iq, LLC, based in Shepherdsville, KY, with 2 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 827 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Markets IQ charges a percentage of your portfolio annually, typically ranging from 0% to 2.80%, billed quarterly. The fee can be calculated based on the portfolio's value at the end of the quarter or the average balance during the quarter. Some clients may have negotiated a tiered fee schedule where the percentage decreases as the portfolio value increases. International clients may incur a one-time set-up fee and have a minimum annual fee.
Location
Shepherdsville, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Capital Markets Iq, LLC
Previous Registrations
Csenge Advisory Group, LLC
Magnolia Wealth Management LLC
Argi Investment Services, LLC
State Registrations2 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.