Stephen Zorko is a CFP-designated registered investment advisor at Integrity Wealth Management, LLC, based in Loveland, OH, with 22 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 100 clients with $110M 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 | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M+ | 0.80% |
Fees are negotiable. Cash balances (money markets) are charged 0.20% annually.
Fee Estimator
Location
Loveland, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Stephen works as an independent contractor for Carpenter Technology Corporation, supporting their Corporate Development function. He dedicates about 10-20% of his time to this role, primarily in the evenings and weekends, and it does not interfere with his duties at Integrity Wealth Management.
Employment History
Current Registrations
Integrity Wealth Management, LLC
State Registrations5 states
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