Zachary Holdsworth is a registered investment advisor at Simmons Capital Group, based in Halfmoon, NY, 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 455 clients with $190M 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 $1.0M | 1.65% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Location
139 Meyer Road, Halfmoon, NY, 12065
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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 has associate advisory responsibilities with Steward Advisors Group, an independent RIA, since September 2022. He spends about half his time meeting with clients and handling operational tasks.
Employment History
Current Registrations
Simmons Capital Group
Steward Advisors Group, 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.