Edward Zuraw is a registered investment advisor at Zuraw Financial, based in Delray Beach, FL, with 15 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 61 clients with $67M 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 $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
These rates apply to equity portfolios. Fixed income portfolios have a different fee schedule: Up to $500,000: 1.00%, $500,001 - $3,000,000: 0.75%, Over $3,000,000: 0.50%. Fees may be negotiable in limited circumstances.
Fee Estimator
Location
209 SE 5th Avenue, Delray Beach, FL, 33483
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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 Activities
Edward is a tax accountant with Edward A. Zuraw & Company, dedicating about full-time hours to tax consulting and related services. He also manages hedge fund investments through Lightpoint Capital Management LLC and owns GZ Properties LLC, a real estate holding company, dedicating a few hours per week to each.
Employment History
Current Registrations
Zuraw Financial
Previous Registrations
Valmark Advisers, 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.