Advisor at Prosperity Capital Advisors
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.
Location
Rocky Mount, NC 27804
Credentials
Series 65
Industry experience
3 years
Zachary Leonard is a financial advisor at Prosperity Capital Advisors with three years of industry experience. He holds a Series 65 credential and has worked at Wealth Management Strategies and K2 Ranch, LLC. Outside of advising, he serves as a board member of the Rotary Club of Morehead City, NC, and assists clients with tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using mutual funds, ETFs, and alternative strategies, and offers institutional and sub-advisory services.
Based on Prosperity Capital Advisors
Based on Prosperity Capital Advisors
Fixed fees typically range from $500 to $50,000 for financial planning and consulting services; fees for seminars range from $0 to $250.
$0 - $499,999: 0.50% (50 basis points) $500,000 - $999,999: 0.40% (40 basis points) $1,000,000 - $1,999,999: 0.30% (30 basis points) $2,000,000 - $4,999,999: 0.25% (25 basis points) $5,000,000+: 0.20% (20 basis points)
Certain supervised persons may earn commissions through unaffiliated broker-dealers for insurance or securities products.
Typically $100 to $1,000 per hour for financial planning and consulting services.
Subscription fees may range from $100 to $2,500 monthly for financial planning and consulting services; administrative fees for client directed assets is $150/year billed monthly.
Account minimum: $1,000 to $250,000 depending on the advisory services selected Minimum fee: $150 minimum annual investment management fee charged monthly Fee-only: Financial planning, consulting, and other services fees negotiable; typically $100 to $1,000 per hour, $100 to $2,500 monthly fee, or fixed fee of $500 to $50,000; subscription-based fees may apply for certain services.
204 N. Winstead Avenue
Rocky Mount, NC 27804
North Carolina · Texas
Prosperity Capital Advisors
2023 - Present (3 years)
Wealth Management Strategies
2020 - Present (6 years)
K2 Ranch, LLC
2019 - 2020 (1 year)
Zachary Leonard Marine Services
2017 - 2019 (2 years)
North Carolina State University
2013 - 2017 (4 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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