David Zbonski, LLC provides personalized wealth management, investment management, and financial planning services to individuals, high net worth individuals, trusts, estates, and businesses. David Zbonski, LLC acts as a legally required fiduciary, putting client interests first. Investment portfolios are primarily built using exchange-traded funds and low-cost mutual funds, tailored to each client's specific risk tolerance and long-term goals. In addition to managing investments, David Zbonski, LLC offers comprehensive financial planning covering retirement, savings, education funding, and insurance needs, alongside third-party estate planning solutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees may be negotiable at the sole discretion of the Advisor. Client fees take into consideration aggregate assets under management with David Zbonski, LLC.