Advisor at Wolfson Private Wealth, LLC
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Firm
Wolfson Private Wealth, LLC
Location
Ft. Lauderdale, FL 33308
Credentials
Series 66
Industry experience
7 years
Zachary Wolfson is a financial advisor with Wolfson Private Wealth, LLC in Ft. Lauderdale, FL. He holds a Series 66 designation and has seven years of industry experience. Prior to founding his independent practice in 2021, he worked at Edward Jones for three years and has experience in real estate through roles at K Co Realty and MoPat Properties. Wolfson Private Wealth provides discretionary portfolio management, financial planning, and consulting services to individuals and small businesses. The firm employs a variety of investment strategies across a broad range of asset types, including traditional securities, real estate, private placements, structured products, and derivatives, typically managing accounts on a tailored, discretionary basis.
Based on Wolfson Private Wealth, LLC
Based on Wolfson Private Wealth, LLC
0.5% to 1% annually, varying based on market value of assets, type/complexity of services, and level of administration
$500 per hour for financial planning and financial consulting services; negotiable depending on scope and complexity.
Performance-based fees charged to qualified clients (net worth > $2,100,000 or assets managed ≥ $1,000,000). Fixed portion up to 1% annually; performance fee up to 5% of annual gross profits, payable quarterly in arrears, adjusted for deposits/withdrawals.
Account minimum: No stated minimum account size to open and maintain an advisory account; however, the firm may terminate accounts deemed too small to manage effectively. Fee-only: Annual portfolio management fees between 0.5% and 1% of assets under management; hourly fees for financial planning and consulting services.
1700 Nw 64 Th St, # 470
Ft. Lauderdale, FL 33308
Florida
Wolfson Private Wealth, LLC
2021 - Present (5 years)
Edward Jones
2018 - 2021 (3 years)
K Co Realty
2016 - 2018 (2 years)
MoPat Properties
2012 - 2017 (5 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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.
Series 63, Series 65
Ft. Lauderdale, FL
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Profitable Financial Strategies
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