Gregory Zitko is a registered investment advisor at The Private Family Advisors, LLC, based in St. Louis, MO, with 13 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 57 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Fees are negotiable. The firm also offers bundled services at a higher rate: First $500,000: 1.35%, $500,001-1,000,000: 1.15%, $1,000,001-2,000,000: 1.05%, $2,000,001-3,000,000: 1.00%, assets above $3,000,000: 0.85%
Fee Estimator
Location
2001 S. Big Bend Blvd, St. Louis, MO, 63117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is the sole owner of The Zitko Law Firm, LLC, a law firm founded in 2016. He currently works there full-time, but will be transitioning his time to Zitko Financial Services, LLC.
Employment History
Current Registrations
The Private Family Advisors, LLC
Previous Registrations
Waddell & Reed, INC.
State Registrations1 state
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