CFP

John Zugay

11 Years of Experience

Cleveland, OH

1 Disclosure

John Zugay is a CFP-designated registered investment advisor at Family Financial Services, LLC, based in Cleveland, OH, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 58 clients with $98M in assets under management.

Family Financial Services, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

58 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$98.1M

Fee Structure

Minimum Investment:None

Investment management only (planning not offered)

Family Financial Services manages investment portfolios for a fee based on the value of your portfolio. The annual fee ranges from 0.00% to 1.50% of your portfolio's value. The specific fee is negotiable and outlined in the Investment Advisory Contract.

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Location

Cleveland, OH

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History

Regulatory History (1)

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Regulatory

December 2009

Final

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Employment History

Current Registrations

Family Financial Services, LLC

January 2015 - Present · 11 yrs 4 mos

State Registrations1 state

Advisor

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

No exam information available for this advisor.

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