Advisor at Principal Asset Management
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Firm
Principal Asset Management
Location
Sewickley, PA
Credentials
Series 66
Industry experience
25 years
Zachary Moore is a financial advisor at Principal Asset Management with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Principal Funds Distributor and Principal Life Insurance Company. He also performs certain functions for Principal Global Investors and its affiliates. Principal Asset Management is a global asset manager serving a diverse client base, including institutional and individual investors. The firm offers a wide range of portfolio management services and investment vehicles, utilizing specialized teams and combining fundamental research with quantitative and systematic strategies.
Based on Principal Asset Management
Based on Principal Asset Management
Fixed fees for certain asset allocation or one-time services, typically $1,500 to $2,500.
$0 - $50 million: varies by strategy, e.g., 0.60% - 0.85% $50 million - $100 million: lower tier rates, e.g., 0.55% - 0.75% $100 million+: lowest tier rates, e.g., 0.40% - Negotiable $0 - $150 million: Fixed Income tiered rates, e.g., 0.08% - 0.50% $150 million+: Lower rates, e.g., 0.04% - 0.45% $0 - $5 million: Asset Allocation tiered rates, e.g., 0.45% - 0.10% $5 million - $20 million: lower tier rates, e.g., 0.42% - 0.04% $20 million+: lowest tier rates, e.g., 0.39% - 0.02%
Performance fees available and negotiated individually, e.g., 15% performance fee with 6% hurdle for certain credit strategies.
Account minimum: $10 million to $50 million depending on strategy (equities), generally $25 million to $50 million (fixed income), and $100,000 for Separately Managed Accounts (SMA programs). Fee-only: Fixed fees for asset allocation strategies typically $1,500 to $2,500 per allocation.
Sewickley, PA
Pennsylvania
Principal Asset Management
2022 - Present (4 years)
Principal Funds Distributor
2007 - Present (19 years)
Principal Life insurance Company
2001 - 2024 (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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