Michael Puck is a registered investment advisor at Zega Investments, LLC, based in Miami, FL, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,043 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ZEGA Investments charges a percentage of the assets they manage for you. This fee ranges from 0.50% to 1.75% per year. There is a $1,000 minimum fee. The fee is negotiable based on the complexity of your situation, your financial situation, and your objectives.
Location
Miami, FL
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Regulatory History (1)
Employment Separation After Allegations
March 2016Employment History
Current Registrations
Zega Investments, LLC
Previous Registrations
Zega Financial, LLC
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Global Financial Private Capital, LLC
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Morgan Stanley
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State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.