ZRCOR Inc. has been operating as a registered investment advisor since August 2008, managing investment portfolios tailored to individual clients and trusts. ZRCOR Inc. uses both fundamental and technical analysis to construct portfolios consisting of individual equities, fixed income securities, mutual funds, and exchange-traded funds. Clients can place restrictions on specific types of securities they want excluded from their portfolios. ZRCOR Inc. has no account minimums, making services accessible to investors of various portfolio sizes. ZRCOR Inc. operates primarily as an investment management firm with discretionary trading authority, meaning they make buying and selling decisions on behalf of clients without needing prior approval for every single transaction.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.78% |
Annual fee is 0.78% of assets under management, subject to a minimum quarterly fee of $195. Fees may be negotiated at the discretion of the advisor.