HZ

Howard Scott Zodicoff

33 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
1,843 clients
Average Client Portfolio
$214K average
Assets Under Management
$395.3M

Fee Structure

Financial Plan Fee:$500 - $15,000
Hourly Rate:$50 - $800/hr

Aurora charges fixed, hourly, or asset-based fees for financial planning and investment management. Financial planning fees range from $500 to $15,000 (fixed) or $50 to $800 (hourly). Investment management fees typically range from 0.25% to 2.95% annually, depending on the IAR and client agreement. Clients also incur additional charges from third parties like broker-dealers and custodians. Discounts may be offered to family and friends of associated persons of the firm.

Areas of Practice
Retirement PlanningCharitable GivingTax PlanningInsurance PlanningInvestment Management
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Advisor Information

Office location

100 Enterprise Drive, Suite 504, Rockaway, NJ, 07866

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Howard is involved in retirement plan consulting, insurance sales, and investment advisory services. He dedicates a significant amount of time to these activities, including full-time hours to investment advisory and running day-to-day operations for RSC Insurance brokerage, and about 10-20% of his time to sales/insurance products through HZEZ, Inc.

Employment History
Current Registrations
Aurora Private Wealth, INC.
March 2021 - Present · 4 yrs 10 mos
Apw Capital, INC.Broker
April 2017 - Present · 8 yrs 9 mos
Previous Registrations
MML Investors Services, LLC Broker
April 2001 - May 2017 · 16 yrs 1 mo
New England SecuritiesBroker
July 1992 - April 2001 · 8 yrs 9 mos
State Registrations10 states
CADCFLILMNNJNYOHPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Howard Scott Zodicoff - Financial Advisor | AdvisorDiscover