Sanchez & Zures, LLC

Sanchez & Zures, LLC is a Registered Investment Advisor Firm established in April 2006 by Paul G. Sanchez, II and Jeffrey J. Zures. Based in McLean, Virginia, the firm offers a range of investment advisory services, including financial planning. Their investment strategy focuses on creating tailored portfolios using individual stocks, bonds, ETFs, and funds to meet client goals. They emphasize a passive investment philosophy and provide monthly performance reports to clients. As fiduciaries, Sanchez & Zures always act in the best interests of clients. They offer financial planning services, including retirement rollovers, with a minimum account size of $250,000. Fees are structured based on assets under management, with investment management fees ranging from 1.00% to 0.75% based on account size. Financial planning fees are $200.00 per hour. The firm does not charge performance-based fees or accept commissions for the sale of securities. Clients have the option to grant investment discretion to Sanchez & Zures, allowing them to execute transactions without prior approval. The firm does not sponsor a wrap fee program and does not have custody of client assets. Clients receive regular account reviews and reports to ensure transparency and accountability. The firm's principals, Paul G. Sanchez, II, and Jeffrey J. Zures, are Certified Financial Planners with extensive experience in the financial industry.