Zuraw Financial Advisors (ZFA) offers investment advice and financial planning to individuals, high-net-worth individuals, trusts, estates, and corporations. ZFA creates investment plans based on client goals and risk tolerance, and may use third-party sub-advisers to manage client portfolios. ZFA also provides financial planning services, including analysis of financial condition, investment needs, net worth, and cash flow.
Assets Under Management$520M
Clients165
Advisors2
Avg. per Client$3.2M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The 1.00% maximum annual fee includes both Zuraw Financial Advisors' advisory fee and applicable sub-adviser and platform fees if a sub-adviser is utilized. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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