Zachary
Zager
Foundations Investment Advisors LLC
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About this Advisor
Zachary Zager is a financial advisor based in Spicewood, Texas, working with Foundations Investment Advisors LLC. Zachary has previously held positions at Centennial Wealth Advisory, LLC, Foundations Investment Advisors, LLC, Ae Wealth Management, LLC, Advisors Excel, Lakeview Retirement Planning, and Southern Draw. Zachary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Zachary is part of Foundations Investment Advisors LLC, which operates out of Spicewood, Texas. The firm has 85 offices and 240 employees. The firm manages assets totaling $5.4 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, selection of other advisers, and educational seminars. The fee structure at Foundations Investment Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Foundations Investment Advisors LLC Brokerage Details
$5,442,145,599
240
42,079
$129,332
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Zachary Zager Work History
Foundations Investment Advisors, LLC
Lakeview Retirement Planning
Southern Draw
Ae Wealth Management, LLC
Centennial Wealth Advisory, LLC
Advisors Excel
Disclosures
Please visit the SEC profile of Zachary Zager to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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