Sacha Zurawel
Sacha Zurawel is a registered investment advisor at RBC Capital Markets, LLC, based in Frisco, TX, with 31 years of industry experience. Sacha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
1 Cowboys Way, Suite 450, Frisco, TX, 75034
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2011Customer Dispute
September 2002Other Business Activities
Sacha is a managing member and 50% equity owner of Como Interests, LLC, a mattress retailer, dedicating minimal time. Sacha is also a board member of Men of Nehemiah, a non-profit drug recovery mission, also dedicating minimal time.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Chase Securities of Texas, INC.Broker
State Registrations53 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.