J Zabko is a CFP-designated registered investment advisor at Westhollow Wealth Management, based in Milton, GA, with 3 years of industry experience. J operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 5 clients with $3.9M 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 $500K | 1.70% |
| $500K - $1000K | 1.65% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.40% |
Fees may be negotiable at the sole discretion of the Advisor. Investment management only fees are charged an annual fee of 0.65%.
Fee Estimator
Location
13680 Sr-9, Ste G600, Milton, GA, 30004
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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
Westhollow Wealth Management
Previous Registrations
Cwm, LLC
State Registrations2 states
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