Scott Zurawski
Scott Zurawski is a registered investment advisor at Vantage Financial Group, INC., based in Solon, OH, with 8 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,546 clients with $790M 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 $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Some legacy clients may have linear schedules. Clients can also elect to pay a flat asset-based fee of up to 2.25% annually.
Fee Estimator
Location
6200 Som Center Rd, Ste A11, Solon, OH, 44139
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 ActivitiesSells Insurance
Scott owns real estate, is a financial advisor for Commonwealth Capital Management LLC, and is involved with two non-profits. He is also a minority owner in KDM Benefits, Inc. (insurance services) and owner/financial professional for Allied Wealth Planners, dedicating about a quarter of his time to each of the financial services roles.
Employment History
Current Registrations
Vantage Financial Group, INC.
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
State Registrations23 states
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