MZ
MZ

Manuel Zuniga

6 Years of Experience
Washington, DC
Broker

Manuel Zuniga is a registered investment advisor at Missionsquare Wealth Management, based in Washington, DC, with 6 years of industry experience. Manuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
164 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.70%
$100K - $500K0.65%
$500K - $1.0M0.60%
$1M+0.55%

This fee schedule is for the Unified Managed Account (UMA) Program. The Digital Adviser program has a flat fee of 0.40%. Fees are non-negotiable, but may be aggregated across household accounts. Up to 1% of your account will be held in a cash sweep vehicle and excluded from the wrap fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Manuel is a part-owner of Raspados La Pasadita LLC (since September 2024) and Las Altenitas LLC (starting January 2025), both ice cream shops. His husband will primarily manage the businesses, with Manuel assisting on Sundays and dedicating a few hours per week to each.

Employment History
Current Registrations
Missionsquare Wealth Management
June 2025 - Present · 11 mos
Missionsquare Retirement
June 2025 - Present · 11 mos
Missionsquare Wealth ManagementBroker
June 2025 - Present · 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2023 - June 2025 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2022 - June 2025 · 2 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2020 - November 2022 · 2 yrs 10 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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.