Zink Wealth Solutions LLC logo

Zink Wealth Solutions LLC

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Client assets under management

$38,404,364

Clients

8

100% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

3

Very Low

Average account size

$4,800,546

About

Zink Wealth Solutions LLC provides advisory services primarily to high net worth individuals, pooled investment vehicles, and corporations, offering discretionary portfolio management, asset allocation, financial consulting, and educational seminars/workshops. The firm operates with three advisors and manages assets for a small client base, and it offers model portfolios that span lower, moderate, and higher volatility objectives.

The firm delivers tailored discretionary and non‑discretionary management using model portfolios and a mix of analytical approaches — including technical, fundamental, cyclical analysis, and modern portfolio theory — and invests across a broad set of instruments such as equities, fixed income, alternatives, derivatives, private placements and REITs. Cash management uses the custodian’s money‑market sweep and the brochure notes that tax efficiency is not a primary objective unless separately agreed in writing.

Several operational features distinguish the firm from many peers: it is affiliated with an insurance agency and discloses that adviser‑personnel may be licensed to sell insurance and have registered‑representative backgrounds, which can generate separate commission and 12b‑1 compensation in addition to advisory fees. The adviser also signals an international orientation through senior personnel with Latin America and cross‑border private‑banking experience, offers complimentary educational seminars, and markets a high fixed‑fee consulting program ($50,000–$200,000) alongside its small, HNW client roster.

Client services

Portfolio management Educational seminars or workshops
Asset allocation services, advisory consulting

Expertise

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments

Fee options

Fixed

Financial consulting fixed fees range from $50,000 to $200,000 depending on scope and complexity

Percentage

0.25% - 2.00% annually (varies by asset size, complexity, and services provided; negotiable)

Commissions

Insurance agents affiliated with firm earn separate commission-based compensation for insurance product sales

Other

Account minimum: No stated minimum; firm may terminate accounts deemed too small to manage effectively Fee-only: Portfolio management fees charged as percentage of AUM; financial consulting charged as fixed fees; no commissions on advisory fees

Main office location

Zink Wealth Solutions LLC

2937 Sw 27 Th Ave, Suite 303

Miami FL 33133, United States

Number of offices

1

Most active in

Florida

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jose Ignacio G

Series 65

Miami, FL

Zink Wealth Solutions LLC

Jose Ignacio Garcia Fernandez is a financial advisor at Zink Wealth Solutions LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including Charles Monat Associates, LLC, Vic Wealth Consultants, LLC, and Compagnie Bancaire Helvetic. Outside of his advisory role, he serves as a director for Viaggio WW, LLC, a software development company, and Garnandez SL, an investment-related entity based in Madrid. Zink Wealth Solutions LLC provides advisory services primarily to high net worth individuals, pooled investment vehicles, and corporations. The firm offers discretionary portfolio management and financial consulting through model portfolios that incorporate various analytical approaches and invest across multiple asset classes.

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments
user avatar

Miguel C

Series 66

Miami, FL

Zink Wealth Solutions LLC

Miguel Cebolla Tomas is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with Zink Wealth Solutions LLC and has previously worked at PNC Investments and various BBVA entities. Outside of his advisory role, he serves as president of a homeowners association nonprofit and holds management positions in several family-owned businesses including real estate and tax preparation firms. Zink Wealth Solutions LLC provides advisory services to high net worth individuals, pooled investment vehicles, and corporations. The firm offers discretionary portfolio management using model portfolios and a combination of analytical methods, investing across diverse asset classes and delivering tailored financial consulting and educational seminars.

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments
user avatar

Cristina E

Series 66

Miami, FL

Zink Wealth Solutions LLC

Cristina Extremera Abril is a financial advisor at Zink Wealth Solutions LLC with six years of industry experience. She holds the Series 66 designation and has worked at firms including BBVA Wealth Solutions Inc. and Insigneo Securities, LLC. Outside of her advisory role, she serves as Secretary on the Board of the Gables View Association. Zink Wealth Solutions LLC provides discretionary and non-discretionary portfolio management primarily to high net worth individuals, pooled investment vehicles, and corporations. The firm employs a variety of analytical approaches and invests across multiple asset classes, offering tailored model portfolios to meet different volatility objectives.

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments
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