Zuna, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

ZUNA offers services to corporations and non-profits, focusing on defined contribution and defined benefit plans. They provide fiduciary services related to investment option selection and monitoring, and can build model portfolios. ZUNA also offers non-fiduciary services like governance support, fiduciary education, and service provider coordination. They provide one-on-one financial advice to plan participants and group sessions on topics like social security and financial education.

Assets Under Management$410M
Clients58
Advisors5
Avg. per Client$7.1M
Avg. per Advisor$82M

Fee Structure

Annual Retainer:From $10,000/year
Hourly Rate:$100 - $500/hr
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Location

5 Advisors at this firm

Zuna, LLC | TrueAdvisor