Unclaimed
Zachary S. Fellows is an investment advisor representative at Managed Asset Portfolios, LLC. Zachary is a Chartered Financial Analyst and holds a Series 65 license. Zachary has been working in the financial services industry since January 2015. Zachary is registered with the state of Michigan to provide investment advisory services. Managed Asset Portfolios, LLC is an investment advisor firm based in Rochester, Michigan. The firm provides a variety of investment advisory services, including portfolio management for individuals, businesses, and investment companies. The firm also offers financial planning and pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio management for trusts and offshore vehicles; model
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MI
09/08/2015 - Present
Managed Asset Portfolios, LLC (ROCHESTER MI)
IA
Issued 09/04/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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