Zachary Fellows (CRD# 6537788) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 8 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Managed Asset Portfolios | Rochester, MI | Dec 2023 - Current | < 1 |
| Managed Asset Portfolios | Rochester, MI | Aug 2019 - Dec 2023 | 4 |
| Managed Asset Portfolios | Rochester, MI | Feb 2019 - Aug 2019 | < 1 |
| Managed Asset Portfolios | Rochester, MI | Jan 2015 - Feb 2019 | 4 |
| Full Time Education | Detroit, MI | Aug 2014 - Jan 2015 | < 1 |
| Detroit Diesel | Detroit, MI | Jan 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- MI
-
Total Assets Under Management1,087MILLIONS
-
Total Number of Accounts1,991ACCOUNTS
-
Average Account Value$545,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
AZ, CA, CO, FL, GA, ID, IL, IN, LA, MA, MI, MN, MS, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.