Sanchez & Zures, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sanchez & Zures provides investment management and written financial planning primarily to individual and high‑net‑worth clients, with a stated account minimum of $250,000 though smaller accounts may be accepted. Services include customized portfolio construction, ongoing portfolio review and rebalancing, and written financial plans that address cash flow, retirement, estate and education planning as well as federal and state tax return preparation.
The firm follows a generally passive, indexed investment approach that emphasizes strategic asset allocation implemented largely with exchange‑traded funds, and it delivers monthly performance reports and custody statements to clients. It advises on retirement-plan rollovers and states that it operates under ERISA fiduciary obligations when providing retirement advice, including providing a written Retirement Advice Disclosure to address conflicts of interest.
Distinctive features include the integration of tax and advisory services: the firm discloses tax return preparation and coordination with clients’ attorneys and accountants, and one principal holds a CPA credential alongside financial planning credentials. As a small advisory team managing a multi‑hundred‑million dollar client asset base, the firm emphasizes customized, discretionary portfolio management, coordination with other professional advisors, and a fee‑only investment management model rather than commission‑based product sales.
Client services
Expertise
Fee options
$0 - $999,999: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,001+: Negotiable
$200.00 per hour for financial planning services
Account minimum: $250,000.00
Main office
1750 Tysons Boulevard, Suite 1500
McLean VA 22102
Advisors at this office
2
Most active in
District of Columbia · Florida · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Policarpio S
CFP®, Series 65
McLean, VA
Sanchez & Zures, LLC
Policarpio Sanchez is a CFP® professional with 24 years of industry experience. He is a principal at Sanchez & Zures, LLC, where he has worked since 2006. Prior to that, he spent nine years with UFC Gym. Sanchez & Zures, LLC provides investment management and financial planning services to individual and high-net-worth clients. The firm follows a long-term, passive investment approach emphasizing asset allocation and primarily uses exchange-traded funds, offering portfolio construction, ongoing rebalancing, and written financial plans.
Jeffrey Z
CFP®, Series 65
McLean, VA
Sanchez & Zures, LLC
Jeffrey Zures is a CFP® and Series 65 credentialed advisor with 23 years of industry experience. He has been a principal at Sanchez & Zures, LLC since 2006. The firm provides investment management and financial planning services to individual and high-net-worth clients, focusing on a long-term, passive investment approach using primarily exchange-traded funds. Sanchez & Zures offers portfolio construction, ongoing rebalancing, written financial plans, and retirement rollover advice, operating under ERISA fiduciary standards when applicable.
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