Zuleyka Feliz
Zuleyka Feliz is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Burlington, MA, with 11 years of industry experience. Zuleyka operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
131 Middlesex Turnpike, 2nd Flr, Burlington, MA, 01803
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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
Zuleyka works as an office administrator for Condon Sullivan Wealth Management & Planning, an insurance brokerage and equities firm, dedicating about 10-20% of her time to insurance sales and service. Zuleyka also owns Zully Feliz Realty, LLC, a rental property business, spending minimal time on operations, management, and collecting rental income.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
State Registrations1 state
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