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WHAT IT COSTS
Transparency.
As a fee-only financial planner, we do well when you do. We will never, ever sell you our own firm's products, like mutual funds, annuities, insurance or anything else other advisors pitch.
Comprehensive Management
AUM based
Fees range from 0.90-1.25% of the assets we manage for you (AUM). We are a fee- based advisor. What does that mean? Transparency.
We manage your investments, answer questions, provide planning and guidance, deliver results.
We are a fee-only advisors. When you do well, so do we (and if the markets and investments don’t go your way, our fee declines).
Your best interests are aligned with ours. We never make money by trading your account. We won't sell you products.
Project-Based
$2500
Do you want a unique financial plan? What does that mean?
You provide us with as much financial information as you can (we’ll give you a checklist). We provide a snapshot of your current picture, scenarios of the future, and recommendations for a strategy for the future.
The process generally covers 3 meetings over 2-3 months. We deliver your unique Wealth Action Plan and One-Page Action Plan.
Best of all, we do it all for $2500.
Zuma Wealth LLC is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal the performance noted in this publication. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest e