William Zak is a CFA-designated registered investment advisor at Zak Investment Management Company, LLC, based in Norfolk, VA, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 20 clients with $51M 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 $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees for accounts over $10,000,000 are negotiable. The firm generally requires a $4,000 minimum annual fee, but discounts it if the effective rate exceeds 2.00%. The firm may also enter into performance-based fee agreements with eligible clients, typically ranging from 10% to 15% of realized and unrealized profits.
Fee Estimator
Location
207 Granby Street, Suite 301, Norfolk, VA, 23510
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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 →Employment History
Current Registrations
Zak Investment Management Company, LLC
State Registrations1 state
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Exams
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