Robert Zvonek
Robert Zvonek is a registered investment advisor at Osaic Wealth, INC., based in Sterling Heights, MI, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
12900 Hall Road, Suite 110, Sterling Heights, MI, 48313
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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
Robert performs administrative tasks for Diversified Medical Billing, dedicates full-time hours to Midwest Financial Advisors as Vice President/Agent offering insurance and financial advice, and manages client accounts as an Investment Advisor. He also matches individuals and groups with health insurance coverage, and dedicates full-time hours to Midwest Financial Advisors as a Representative.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Summit Brokerage Services, INC.Broker
Mutual Service CorporationBroker
State Registrations9 states
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