AZ
AZ
Anatoly Zuban
22 Years of Experience
San Diego, CA
1 Disclosure
Anatoly Zuban is a registered investment advisor at A. to Z. Financial Consulting and Wealth Management, based in San Diego, CA, with 22 years of industry experience. Anatoly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 7 clients with $1.9M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
7 clients
Average Client Portfolio
$274K average
Assets Under Management
$1.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
San Diego, CA
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Regulatory History (1)
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Criminal
June 1971Final Disposition
Employment History
Current Registrations
A. to Z. Financial Consulting and Wealth Management
September 2014 - Present · 11 yrs 8 mos
Previous Registrations
ICMA Retirement CORP
June 2003 - July 2014 · 11 yrs 1 mo
State Registrations1 state
CA
Advisor
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.
Exams
No exam information available for this advisor.