How does the advisor help clients – Key Takeaways:
ZODA Financial, LLC is a financial firm that offers personalized services to clients based on their specific financial needs and goals. The firm’s team of expert advisors works closely with each client to develop a tailored financial plan that helps them achieve their financial objectives.
Facts and Insights
Founded in 2005, ZODA Financial, LLC has over 15 years of experience helping clients manage their finances. The firm is headquartered in New York City and has a team of highly experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million (as of December 2020) |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Over 15 years |
Financial Services Offered
ZODA Financial, LLC offers a wide range of financial services to help clients achieve their financial goals. Some of the services provided by the firm include financial planning, investment management, retirement planning, education planning, and estate planning.
Client Types
ZODA Financial, LLC works with a diverse range of clients including individuals, families, and small businesses. The firm is committed to providing personalized services to each client and tailors their approach based on the client’s unique financial situation and goals.
Fees & Compensation
ZODA Financial, LLC charges a fee based on a percentage of assets under management. The firm is transparent about its fees and ensures that clients understand the fee structure before entering into an agreement. This fee structure aligns the firm’s interests with those of its clients, as the firm only earns more when the client’s assets grow.
Background
The team at ZODA Financial, LLC has a strong background in finance and wealth management. The firm’s advisors have a wealth of experience and hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. This expertise allows the firm to provide clients with high-quality financial services and advice.
Financial Advisor Disclosures to Know
ZODA Financial, LLC is committed to transparency and compliance with all applicable regulations. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through the firm’s Form ADV, which is publicly available on the U.S. Securities and Exchange Commission’s website.