Zales Investment Management provides investment management services to individuals and trusts. Zales manages investments based on a client's risk tolerance, primarily investing in a small number of companies for long-term growth. Zales does not take custody of client funds, but monitors and manages accounts held at a broker-dealer chosen by the client.
Assets Under Management$14M
Clients6
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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