Zachary Leeds is a registered investment advisor at Validex Global Investing, based in San Diego, CA, with 2 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Validex Global Investing's fees for separately managed accounts for private clients are either 1.25% of your portfolio or a negotiated rate. Alternatively, clients can opt for a performance-based fee of 0.70% of your portfolio plus 20% of gains exceeding an annual hurdle.
For institutional investors, fees for separately managed accounts vary by strategy and are negotiable for amounts over $100 million. There is a $100,000 minimum annual fee.
Location
444 W C Street, Suite 300, San Diego, CA, 92101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary is a board member of AlwaysAI, Inc., a privately held computer vision company, since June 2024. He dedicates minimal time to this role.
Employment History
Current Registrations
Validex Global Investing
State Registrations1 state
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