Zero Spero is a registered investment advisor at Kapok Capital LLC, based in Miami, FL, with 13 years of industry experience. Zero operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $28M 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 $500K | 1.25% |
| $500K - $50.0M | 1.00% |
| $50M+ | 0.80% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Location
Miami, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kapok Capital LLC
State Registrations1 state
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