Advisor at Zurich Awes Financial Management, 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.
Location
Christiansted, VI
Credentials
CFP®, Series 63, Series 65
Industry experience
12 years
Zurich Awes is a CFP® professional with 12 years of industry experience, currently serving as principal of Zurich Awes Financial Management, LLC since 2010. He provides strategic financial advice to small businesses through a related entity, Thor Strategic LLC, focusing on financial statement analysis, cost savings, and long-term valuation. Zurich Awes Financial Management, LLC serves individuals, trusts, pension and profit-sharing plans, and small businesses with customized asset management, financial planning, and pension consulting services. The firm uses a combination of portfolio theories and analysis methods, conducts regular portfolio reviews, and emphasizes continuous account supervision and educational outreach.
Based on Zurich Awes Financial Management, LLC
Based on Zurich Awes Financial Management, LLC
Flat fees for financial planning range from $1,800 to $50,000; Pension consulting flat fees range from $3,500 to $50,000
$0+: up to 1.99% annually +: up to 2.75% in certain circumstances
Insurance commissions earned by affiliated insurance agents, separate from advisory fees
Hourly fees for financial planning range from $300 to $500 per hour
Account minimum: $500,000 Minimum fee: Minimum fee of $1,800 for financial plans Fee-only: Financial planning and consulting fees charged on hourly or flat fee basis
Christiansted, VI
Minnesota · Texas · Virgin Islands
Zurich Awes Financial Managementt
2010 - Present (16 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
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.
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