Makai Elep is a registered investment advisor at Zega Investments, LLC, based in Scottsdale, AZ, with 2 years of industry experience. Makai 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
Scottsdale, AZ
Get directionsHistory
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
Zega Investments, LLC
Previous Registrations
Bradley Wealth LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.