David Zoellner is a registered investment advisor at Z Advisory Innovations, based in Waterford, MI, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 49 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Z Advisory Innovations charges a fee based on a percentage of the value of your portfolio. The annual fee ranges from 0.50% to 2.00%. The fee is calculated monthly, based on the value of your account on the last business day of the month. The fee is negotiable based on the size of the account and the amount of work performed.
Location
7655 Highland Rd, Suite 203, Waterford, MI, 48327
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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
Z Advisory Innovations
Previous Registrations
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
State Registrations1 state
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