Zachery
Boskovich
Ascent Capital
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About this Advisor
Zachery Boskovich is a financial advisor based in Bend, Oregon, working with Ascent Capital. Zachery has previously held positions at Ascent Capital Management and Weston Securities Corporation. Zachery has passed the Series 66 regulatory exam and is registered to provide services in California, Oregon, Texas, and Washington. Currently, Zachery is part of Ascent Capital, which operates out of Bend, Oregon. The firm has 7 employees and manages assets totaling $391.5 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Ascent Capital includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ascent Capital Brokerage Details
$391,477,045
7
1,094
$357,840
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Zachery Boskovich Work History
Ascent Capital Management
Weston Securities Corporation
Disclosures
Please visit the SEC profile of Zachery Boskovich 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 Ascent Capital
Bend, OR
Bend, OR
Bend, OR
Bend, OR
Bend, OR
Bend, OR
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