Zita Enloe is a registered investment advisor at Enloe Financial Advisory LLC, based in Fort Worth, TX, with 23 years of industry experience. Zita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 27 clients with $40M 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 $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.65% |
| $1M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and the complexity of the situation.
Fee Estimator
Location
Fort Worth, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Enloe Financial Advisory LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
A. G. Edwards & Sons, INC.
State Registrations1 state
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