Zik LLC offers ongoing investment advisory services, primarily investing in money market funds, fixed income securities, and equity securities. Zik LLC conducts its own research and may use exchange traded funds and mutual funds. The firm employs a value-oriented investment style, focusing on companies with strong fundamentals. Portfolios are tailored to individual client needs based on their investment policy statement, which considers factors like risk tolerance and time horizon.
Assets Under Management$1.1M
Clients4
AdvisorsN/A
Avg. per Client$280K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees on accounts in excess of $5,000,000 are negotiable. A minimum fee of $500 will be assessed; however lower fees may apply subject to negotiation at the sole discretion of Zik LLC.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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