KB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
58 clients
Average Client Portfolio
$6.7M average
Assets Under Management
$389.6M
Fee Structure
Minimum Investment:$10K
Minimum Annual Fee:$10,000
Hourly Rate:$100 - $500/hr
ZUNA charges a flat-dollar annual fee, detailed in the client agreement. They may also charge an hourly fee or project fee. The hourly fee ranges from $100 to $500 per hour. Fees are charged quarterly in advance. The minimum annual fee is typically $10,000.
Areas of Practice
Retirement Planning
Loading...
Advisor Information
Office location
3903 S Kelly Ave, Portland, OR, 97239
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2018Pending
Employment History
Current Registrations
Zuna, LLC
January 2020 - Present · 6 yrs
Previous Registrations
Deschutes Investment Consulting, LLC
June 2019 - September 2019 · 3 mos
Deschutes Investment Advisors, INC.
April 2003 - December 2004 · 1 yr 8 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.