Zuma Capital Management, LLC

Fee-Only (% of Portfolio)

Zuma Capital Management is a registered investment advisor. The firm is managed by Brent Morrison. Mr. Morrison also serves on the board of directors for Regional Health Properties. Zuma Capital Management receives a portion of the profits generated by client investments.

Assets Under Management$7.8M
Clients12
Advisors1
Avg. per Client$650K
Avg. per Advisor$7.8M

Fee Structure

Investment management only (planning not offered)

Zuma Capital Management receives a percentage of the profits from your investments. Specifically, Zuma Capital Management receives 20% of the net profit allocated to each investor's account at the end of each year. This includes investment income and any gains, whether realized or unrealized.

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Location

1 Advisors at this firm

Zuma Capital Management, LLC | TrueAdvisor