TG
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
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.
Learn about disclosures →Employment History
Current Registrations
Zuna, LLC
November 2021 - Present · 4 yrs 2 mos
Previous Registrations
Roehl & Yi Investment Advisors, LLC
January 2006 - February 2021 · 15 yrs 1 mo
Kms Financial Services, INC
November 2005 - December 2014 · 9 yrs 1 mo
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.