Zonka & Associates manages investment portfolios on both a discretionary and non-discretionary basis, tailoring strategies to fit each client's risk tolerance and financial goals. In addition to managing investments, Zonka & Associates offers comprehensive or single-subject financial planning and financial consulting to address specific topics like risk management and investment planning. The firm also assists with retirement plan consulting for employee benefit plans and can recommend third-party money managers. Zonka & Associates does not have a strict account minimum, though the firm may terminate accounts that become too small to manage effectively.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fee ranges between 0.15% and 1.25% depending on asset value, service complexity, and administration level. Fees are negotiable.