Zoe Financial operates an online referral program that connects users with registered investment advisors (RIAs) who participate in the Zoe Advisor Network. Zoe collects user data to match them with suitable RIAs, but does not consider individual risk profiles or investment objectives. Users are responsible for choosing an RIA and reviewing their qualifications. Zoe also provides a wealth platform to RIAs for reporting and administrative support.
Assets Under ManagementN/A
Clients79
Advisors11
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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