Irwin Zagoria
Irwin Zagoria is a registered investment advisor at Imz Advisory INC., based in Boca Raton, FL, with 39 years of industry experience. Irwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 442 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiated.
Fee Estimator
Location
137 W. Royal Palm Road, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2014Other Business ActivitiesSells Insurance
Irwin is a board member for Ocean Place Villas, a licensed life insurance agent since 1984, a member of Royal Palm #137 Investment Property LLC and TZ Investments LLC, and a consultant for Pension Investors Inc. He dedicates a few hours per week to his insurance business and about 10-20% of his time to consulting on qualified retirement plans.
Employment History
Current Registrations
Imz Advisory INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Investacorp, INC.Broker
Fsc Securities CorporationBroker
Pension Investors Securities CorporationBroker
Pension Investors Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.