Gregory Zoraian is a registered investment advisor at Shelter Rock Management, LLC, based in Commack, NY, with 11 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 130 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fee schedule shown is for Conservative Allocation, Equity Income, Select Equity, and Custom Accounts. Strategic Income has a $1,000,000 minimum and charges 1.00% on all assets. Annualized management fee for managing variable annuity mutual fund portfolio accounts on a discretionary basis is 0.5%. Fees may be negotiable.
Fee Estimator
Location
Commack, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a partner at Grassi Advisors & Accountants since 2021, providing accounting services for corporations and individuals. He dedicates nearly full-time hours to this role during trading hours.
Employment History
Current Registrations
Shelter Rock Management, LLC
State Registrations1 state
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