Zach Royter
Advisor at Lone Peak Advisers
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lone Peak Advisers
Location
Draper, UT 84020-7150
Credentials
Series 65
Industry experience
5 years
About
Zach Royter is a financial advisor at Lone Peak Advisers with five years of industry experience. He holds a Series 65 designation and has worked at Lone Peak Advisers since 2020 and Premier Advisors since 2013. Outside of his advisory roles, he is an independent agent providing health and pure term life insurance policies. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning services. The firm employs a tactical, trend-focused investment approach using ETFs, mutual funds, equities, and variable annuity sub-accounts, adjusting allocations based on intermediate-term market trends.
Client services
Based on Lone Peak Advisers
Financial planning
Portfolio management
Selection of other advisers
Fee options
Fixed fee amount may be negotiated for completion of the entire financial plan based on scope
Negotiable up to 2.9% annually total including any TPAM/sub-advisor fees
$330.36 per hour (3-hour minimum) for financial planning services
Annual $50 fee per account managed by LPA (billed monthly or quarterly) to cover platform and admin costs
Location
11650 South State Street, Suite 200
Draper, UT 84020-7150
Most active in
Zach R has reported serving >5 clients in these states in the last 12 months.
Idaho · Texas · Utah
Work history
Lone Peak Advisers
2020 - Present (6 years)
Premier Advisors
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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