Zuraw Financial Advisors provides personalized investment management and financial planning services for individuals, high-net-worth clients, trusts, and estates. The firm develops customized investment plans utilizing exchange-traded funds, mutual funds (including those from Dimensional Fund Advisors), individual stocks, and bonds. Zuraw Financial Advisors may also recommend third-party separate account managers to oversee portions of client portfolios. In addition to investment management, the firm offers comprehensive financial planning covering net worth analysis, cash flow, retirement projections, estate planning, and insurance needs. Zuraw Financial Advisors operates as a fee-only registered investment advisor with offices in Greensboro, North Carolina.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00%, which includes advisory and any sub-advisor or platform fees. All fees are negotiable.
