Harold Zirkin is a CFA-designated registered investment advisor at Hz Investments INC., based in Chevy Chase, MD, with 32 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 21 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
5610 Wisconsin Ave #108, Chevy Chase, MD, 20815
Get directionsHistory
Regulatory History
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 →Other Business Activities
Harold is the owner of Harold Zirkin Fiduciary and serves as trustee for multiple relationships. These trusts are not clients of HZ Investments Inc.
Employment History
Current Registrations
Hz Investments INC.
Previous Registrations
Harold Zirkin Fiduciary Services, INC.
Goldman Sachs Personal Financial Management
Mtb Asset Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.