Assets Under Management
$10.6B
Number of Clients
3,706
Number of Advisors
77
Average Client AUM
$2.8M
AUM per Advisor
$137.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Zacks Investment Management (ZIM) manages investment advisory accounts, including separate accounts and wrap-fee programs. They offer various investment strategies under the Retail Wealth Management Program. ZIM also manages alternative investment strategies. ZIM is wholly owned by Zacks Investment Research, Inc.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.80% |
| $500K - $1.0M | 1.65% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.45% |
| $2.0M - $2.5M | 1.35% |
| $2.5M - $3.0M | 1.30% |
| $3.0M - $3.5M | 1.25% |
| $3.5M - $4.0M | 1.20% |
| $4.0M - $4.5M | 1.15% |
| $4.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.05% |
| $10M+ | 1.00% |
ZIM fees may be negotiable.
10 S. Riverside Plaza, Suite 1600, Chicago, IL, 60606