Francisco Zorrilla is a registered investment advisor at Zor Capital, LLC, based in New York, NY, with 10 years of industry experience. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Zor Capital offers different investment management services with varying fees:
- Asset Allocation Services: 1.00% of your portfolio per year. This fee is negotiable.
- Portfolio Management Services: 2.00% of your portfolio per year. This fee is negotiable.
- Custom Tailored Portfolio with Performance Fee for Qualified Clients: 2.00% of your portfolio per year, plus 20% of the net returns of the account after deducting the management fee and any previous losses. This is only offered to high-net-worth individuals.
Location
477 Madison Ave., 6th Floor, New York, NY, 10022
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2003Other Business Activities
Francisco operates Frankzorilla.com, providing financial education and general financial advice to subscribers for a fee, dedicating about a quarter of his time. He also hosts a weekly Twitter chat for Stocktwits, spending a few hours per week.
Employment History
Current Registrations
Zor Capital, LLC
Previous Registrations
Newbridge Financial Services Group, INC.
State Registrations5 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.