Milo Zonka
Milo Zonka is a CFP-designated registered investment advisor at Zonka & Associates, INC., based in Indialantic, FL, with 21 years of industry experience. Milo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 6 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fee ranges between 0.15% and 1.25% depending on asset value, service complexity, and administration level. Fees are negotiable.
Fee Estimator
Location
Indialantic, FL
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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 ActivitiesSells Insurance
Milo is a real estate and development manager for Sheltair Aviation, dedicating full-time hours to pursuing new business opportunities. He is also the president and sole owner of Caxy Aerospace, Inc. and a 25% owner of Cherokee Wings, LLC, but these entities are not yet operational or conducting official business.
Employment History
Current Registrations
Zonka & Associates, INC.
Previous Registrations
LPL Financial LLC
A. G. Edwards & Sons, INC.
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.
Exams
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