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Sanchez & Zures, Llc
Mclean, Virginia
Sanchez & Zures, LLC is a small investment advisory firm headquartered in McLean, VA, with two offices. With a team of two experienced professionals, Sanchez & Zures, LLC exclusively focuses on providing comprehensive investment advisory services. Their average assets under management per investment advisor reach approximately $72,830,000, which aligns with the industry average.
The firm's compensation structure is diverse, incorporating various models such as a percentage of assets under management and fixed fees. Although 401K and individual accounts constitute less than 30% of their assets under management, Sanchez & Zures, LL...see more
Assets Under Mgmt
$145.67M
Investment Professionals
2
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Sanchez & Zures, Llc
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