Zachary
Fellows
Managed Asset Portfolios, LLC
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About this Advisor
Zachary Fellows is a financial advisor based in Rochester, Michigan, working with Managed Asset Portfolios, LLC. Zachary has previously held positions at Managed Asset Portfolios, Detroit Diesel, and Full Time Education. Zachary has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Zachary is part of Managed Asset Portfolios, LLC, which operates out of Rochester, Michigan. The firm has 21 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Managed Asset Portfolios, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Managed Asset Portfolios, LLC Brokerage Details
$1,086,571,483
21
1,991
$545,742
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Zachary Fellows Work History
Managed Asset Portfolios
Managed Asset Portfolios
Managed Asset Portfolios
Managed Asset Portfolios
Detroit Diesel
Full Time Education
Disclosures
Please visit the SEC profile of Zachary Fellows to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Managed Asset Portfolios, LLC
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
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