Zuraw Financial Advisors, LLC

Zuraw Financial Advisors, LLC is a North Carolina limited liability company established in 2013. The firm specializes in offering investment advisory services, including portfolio management and financial planning. Zuraw Financial Advisors primarily engages in discretionary asset management services, where clients grant the firm limited power of attorney to make investment decisions on their behalf. The firm's investment strategy involves investing in ETFs, common stocks, mutual funds, and individual bonds based on clients' financial circumstances, goals, and risk tolerance. Clients are required to have a minimum account size of $250,000, and the firm charges an asset-based fee of up to 1.00% for portfolio management services. Financial planning and consulting fees are billed at a fixed fee agreed upon by the client and the firm. Zuraw Financial Advisors does not charge performance-based fees and acts as a fiduciary, prioritizing clients' best interests. The firm has custody of client assets for fee deduction purposes and may vote proxies for clients' securities. Zuraw Financial Advisors reviews client accounts at least quarterly and provides access to account information and performance through the Morningstar portal. The firm does not engage in directed brokerage or pay for client referrals. Additionally, Zuraw Financial Advisors has no financial issues that would impair its ability to meet commitments to clients.