CH
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
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Advisor Information
Office location
152 3rd Ave S, Suite 103B, Edmonds, WA, 98020-8442
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
February 2020 - Present · 5 yrs 11 mos
Harbour Investment Management L.L.C.
July 2017 - Present · 8 yrs 6 mos
Previous Registrations
Northwest Capital Management INC.
April 2017 - September 2019 · 2 yrs 5 mos
Northwest Capital Management INC.
April 2017 - December 2017 · 8 mos
State Registrations2 states
ORWA
Advisor
Exams
No exam information available for this advisor.