Zonka & Associates, Inc. offers investment advice tailored to individual needs, including portfolio management (both discretionary and non-discretionary), financial planning, and financial consulting. They also offer pension consulting services to employee benefit plans. Investment advice covers a range of securities. They may recommend third-party money managers.
Assets Under Management$28M
Clients6
Advisors1
Avg. per Client$4.7M
Avg. per Advisor$28M
Fee Structure
Zonka & Associates charges an annual fee for managing your investment portfolio, ranging from 0.15% to 1.25% of the value of your investments. The specific fee depends on the amount you invest, the complexity of the services, and the level of administration you request. Fees are billed quarterly in advance. The advisory fee is negotiable.
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