David Alan Koty

Zacks Investment Management, INC.

29 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment Management

Zacks Investment Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

77 advisors

Number of Clients

3,706 clients

Average Client Portfolio

$2.8M average

Assets Under Management

$10.6B

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.80%
$500K - $1.0M	1.65%
$1.0M - $1.5M	1.50%
$1.5M - $2.0M	1.45%
$2.0M - $2.5M	1.35%
$2.5M - $3.0M	1.30%
$3.0M - $3.5M	1.25%
$3.5M - $4.0M	1.20%
$4.0M - $4.5M	1.15%
$4.5M - $5.0M	1.10%
$5.0M - $10.0M	1.05%
$10M+	1.00%

ZIM fees may be negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

Franklin, TN

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History

Regulatory History (2)

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