Advisor at The Private Family Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Private Family Advisors, LLC
Location
St. Louis, MO 63117
Credentials
Series 65, Series 66
Industry experience
13 years
Gregory Zitko is a financial advisor with The Private Family Advisors, LLC in St. Louis, MO, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. He is also the sole owner of The Zitko Law Firm LLC, a legal practice he has operated since 2016. Prior to that, he worked at The Gunn Law Firm, PC from 2007 to 2016. The Private Family Advisors, LLC provides financial planning and portfolio management primarily to individual and high-net-worth clients, using a combination of passive and active investment strategies based on Modern Portfolio Theory. The firm integrates legal and tax service coordination through its affiliation with a law firm, offering bundled services alongside investment management.
Based on The Private Family Advisors, LLC
Based on The Private Family Advisors, LLC
$0 - $500,000: 1.0% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.65% annually $3,000,001+: 0.50% annually
Account minimum: $5,000 minimum fee Minimum fee: Minimum fee of $5,000 per client, may be waived in certain situations Fee-only: Fee only advisory firm; does not receive commissions
2001 S. Big Bend Blvd
St. Louis, MO 63117
Missouri
The Zitko Law Firm LLC
2016 - Present (10 years)
The Gunn Law Firm, PC
2007 - 2016 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Midwest Advisors LLC
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Series 63, Series 66
Saint Louis, MO
Integra Wealth Advisors
Series 63, Series 65
Chesterfield, MO
S.P. Parkin & Co
PFS™, Series 63, Series 65
Saint Louis, MO
Michael Piper, LLC
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