Roland Zee is a registered investment advisor at Zrcor INC., based in Monterey, CA, with 17 years of industry experience. Roland operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $11M 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 | 0.78% |
Fees may be negotiated at the discretion of the advisor. The minimum quarterly fee is $195.
Fee Estimator
Location
Monterey, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Zrcor INC.
State Registrations1 state
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