Zuna, LLC
Assets Under Management
$389.6M
Number of Clients
58
Number of Advisors
5
Average Client AUM
$6.7M
AUM per Advisor
$77.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
ZUNA offers fiduciary and non-fiduciary services to defined contribution and defined benefit plans. Services include investment option selection, monitoring, fiduciary governance support, education, and service provider coordination. They also provide financial planning services to participants in retirement plans.
Fee Structure
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
Location
3903 S Kelly Ave, Portland, OR, 97239