Zero Day Capital Enterprises provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, corporations, and business entities. Investment management is offered on a discretionary basis. Financial planning includes budget planning, business exit planning, cash flow analysis, charitable gift planning, debt management, divorce planning, education planning, insurance planning, investment planning, legacy planning, major purchase planning, Medicare analysis, personal financial planning, retirement planning, Social Security analysis, succession planning, and tax planning.
Assets Under Management$31M
Clients131
Advisors15
Avg. per Client$230K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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