Zuri Idoeta is a registered investment advisor at Eagleview Asset Management, LLC, based in Lancaster, PA, with 32 years of industry experience. Zuri 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Eagleview Asset Management charges a flat fee of up to 1.50% across the entire portfolio. Fees are negotiable based on factors such as relationship history, asset type, and account size.
Fee Estimator
Location
1853 William Penn way, Executive offices suite 29, Lancaster, PA, 17601
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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 →Other Business Activities
Zuri is the sole owner of Wampum LLC, an e-commerce business selling home goods through Amazon, and spends a few hours per week on it. Zuri also passively owns residential rental units through Charlotte Real Estate LLC, dedicating minimal time to it.
Employment History
Current Registrations
Eagleview Asset Management, LLC
Previous Registrations
Insight Securities, INC.
Insight Securities, INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Fahnestock & CO. INC.Broker
Halpert and Company, INC.Broker
F.N. Wolf & CO., INC.Broker
State Registrations2 states
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
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