Gale Graves

Zacks Wealth Partners charges a percentage of your assets each year, deducted quarterly. The fee varies depending on the types of investments in your account:

• Equity strategies:
  • 0.99% on the first $500,000
  • 0.90% on assets between $500,000 and $1,000,000
  • 0.80% on assets between $1,000,000 and $2,000,000
  • 0.70% on assets between $2,000,000 and $5,000,000
  • 0.60% on assets over $5,000,000
• Individual fixed-income securities (treasury, corporate, municipal bonds):
  • 0.65% on assets between $500,000 and $2,000,000
  • 0.50% on assets between $2,000,000 and $4,000,000
  • 0.40% on assets between $4,000,000 and $6,000,000
  • 0.25% on assets over $6,000,000
• ETF (exchange-traded funds) strategies:
  • 0.70% on the first $100,000
  • 0.50% on assets between $100,000 and $250,000
  • 0.35% on assets over $250,000

Fees may be negotiable.