Zidel Financial Inc.
Frisco, Colorado
Zidel Financial Inc., a small investment advisory firm based out of Frisco, CO, is committed to providing exceptional financial services. With a single office, the firm employs a team of two highly experienced professionals who specialize in offering comprehensive investment advisory services to their clients. Each investment advisor at Zidel Financial Inc. manages an average of approximately $55,800,000 in assets, placing them on par with the industry average. Zidel Financial Inc. adopts a flexible compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Wh...
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Assets Under Mgmt

$111.6M

Investment Professionals

2

Locations

0

% 401K & Individual

15%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Portfolio management for individuals and/or small businesses
Selection of other advisers
Disclosures
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.