Investment and Consulting Services Fee Structure

Zuk Financial Group is dedicated to providing excellence through a financial planning process that is as unique as each of our clients. By offering investments and consulting options, you can choose what works best for you in the financial planning process.

Zuk Financial Group advisors are compensated for the service they provide by one or more of the following three methods:

Hourly Consulting Fees:

Our consulting services may be most appropriate for clients who value the financial planning process and want a professional   to provide the blueprint. An hourly fee is charged for financial, investment, estate or retirement planning.   This fee is set by each advisor and discussed in your initial consultation along with an estimate of time for completion. For someone with limited planning needs we consult on a project specific basis as well.

Fees Based on Assets Under Management:

Your advisor will select and oversee the investment management of your portfolio on an ongoing basis. Separately Managed Accounts that are managed continuously by independent professional money managers are also available. No load and load waived mutual funds, exchange traded funds and stock platforms are assessed an annual fee based on the assets held under management.

Commission Based Fees:

Your advisor may be compensated by a commission or sales charge when utilizing certain investments and insurance products. These products include, but are not limited to: mutual funds, annuities, long term care, life and disability insurance and stock, bond and private placement programs.