Steven Zurlis is a registered investment advisor at Astra Wealth Management Group, based in Plano, TX, with 26 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 964 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Astra Wealth Management's fees for managing your investments are based on the value of your portfolio and are charged quarterly. The annual fee will not exceed 1.50% of your portfolio's value. The exact fee depends on the complexity of your situation and the amount of assets managed. Fees may be negotiable.
Location
5700 Granite Parkway, Suite 330, Plano, TX, 75024
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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.
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Steven owns 100% of Zuris Wealth Management, LLC, dedicating nearly full-time hours to the business. He also serves as trustee for the Zuris Wealth Management LLC 401k, spending minimal time on this role.
Employment History
Current Registrations
Astra Wealth Management Group
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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.