Milo Zonka
Milo Zonka is a CFP-designated registered investment advisor at Zonka & Associates, INC., based in Indialantic, FL, with 20 years of industry experience. Milo 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 6 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Zonka & Associates charges an annual fee for managing your investment portfolio, ranging from 0.15% to 1.25% of the value of your investments. The specific fee depends on the amount you invest, the complexity of the services, and the level of administration you request. Fees are billed quarterly in advance. The advisory fee is negotiable.
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.