ZRCOR Inc. has been a registered investment advisor since 2008. ZRCOR Inc. manages client investment portfolios, and clients can request restrictions on specific securities or types of securities. ZRCOR Inc. uses fundamental and technical analysis to determine appropriate securities for client portfolios.
Assets Under Management$11M
Clients13
Advisors1
Avg. per Client$820K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$780
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.78% |
Fees may be negotiated at the discretion of the advisor. The minimum quarterly fee is $195.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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