Sergey Zaks is a registered investment advisor at Zaks Investment Advisory Service, LLC, based in Chicago, IL, with 20 years of industry experience. Sergey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment 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 $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
73 W. Monroe Street, Suite 210, Chicago, IL, 60603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Sergey is the president of Distributed Software Development, Inc. (DSD), a software development company he founded in 1994. He dedicates approximately 15 hours a week to this business, focusing on directing the development team, client relations, and contractual issues.
Employment History
Current Registrations
Zaks Investment Advisory Service, LLC
State Registrations1 state
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