Christopher
Zavecz
Captrust
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About this Advisor
Christopher Zavecz is a financial advisor based in Bethlehem, Pennsylvania, working with Captrust. Christopher has previously held positions at Sterling Financial Advisors LLC, Mcqueen, Ball & Associates, Capfinancial Partners LLC (Captrust), and Rkl Wealth Management LLC. Christopher is registered to provide services in Pennsylvania and Texas. Currently, Christopher is part of Captrust, which operates out of Bethlehem, Pennsylvania. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Christopher Zavecz Work History
Capfinancial Partners LLC (Captrust)
Mcqueen, Ball & Associates
Rkl Wealth Management LLC
Sterling Financial Advisors LLC
Disclosures
Please visit the SEC profile of Christopher Zavecz 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 Captrust
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