Zvika Feldman is a registered investment advisor at 1818 Private Client Group, LLC, based in Aventura, FL, with 18 years of industry experience. Zvika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 22 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
2980 NE 207th St, Suite 809, Aventura, FL, 33180
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Zvika manages rental properties through LZ Investment Capital LLC, dedicating minimal time outside trading hours. He is also a business developer for Ari Financial Group, an insurance agency, and a member of DEF 33 SE 4 LLC, a real estate venture.
Employment History
Current Registrations
1818 Private Client Group, LLC
Previous Registrations
Leumi Investment Services INC.
Leumi Investment Services INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.