Frank Zak is a registered investment advisor at Zak Advisory, LLC, based in Rocky River, OH, with 19 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Zak Advisory charges a maximum annual fee for investment management:
- Aggressive Balanced Income style: 1% of assets.
- Aggressive Growth style: 2% of assets.
There is a $100 minimum annual fee per account.
Location
19035 Old Detroit Road, Suite 210, Rocky River, OH, 44116
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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
Zak Advisory, LLC
Previous Registrations
Wachovia Securities, LLC
State Registrations1 state
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