Zoe Bollinger
Zoe Bollinger is a CFP-designated registered investment advisor at Bollinger Capital Management, INC., based in Redondo Beach, CA, with 7 years of industry experience. Zoe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $39M 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 | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees may be negotiable. Investment advisory fees for systematic strategies are up to 1.00%.
Fee Estimator
Location
1200 Aviation Blvd., Suite 201, Redondo Beach, CA, 90278
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bollinger Capital Management, INC.
State Registrations1 state
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