Zuraw Financial offers investment advice and financial planning to individuals, trusts, estates, corporations, small business owners, pension and profit sharing plans, foundations, and other charitable entities. For investment management, Zuraw Financial selects sub-advisors to manage client accounts, or directly manages the accounts. They also provide financial plans covering personal finances, taxes, retirement, and investments. Clients work with Zuraw Financial to develop an investment strategy based on their individual needs and goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
These rates apply to equity portfolios. Fixed income portfolios have a different fee schedule: Up to $500,000: 1.00%, $500,001 - $3,000,000: 0.75%, Over $3,000,000: 0.50%. Fees may be negotiable in limited circumstances.