Zak Advisory provides personalized investment advice and manages investments for individuals, estates, trusts, retirement accounts, corporations, and other business entities. Zak Advisory invests client assets in either an Aggressive Balanced Income style or an Aggressive Growth style, depending on the client's risk tolerance and individual requirements. Clients may impose restrictions on owning specific securities or direct investment of their monies into specific securities.
Assets Under Management$6M
Clients29
Advisors1
Avg. per Client$210K
Avg. per Advisor$6M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$100
Zak Advisory charges a maximum annual fee for investment management:
- Aggressive Balanced Income style: 1% of assets.
- Aggressive Growth style: 2% of assets.
There is a $100 minimum annual fee per account.
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