Zuckerman Investment Group provides comprehensive wealth management services to individuals, families, trusts, and other clients. The firm creates customized investment portfolios using a value-oriented investment approach, focusing primarily on individual stocks, bonds, exchange-traded funds, and mutual funds, with occasional recommendations for alternative assets. Zuckerman Investment Group offers both discretionary and non-discretionary investment management, meaning they can make trades on your behalf without asking first if you prefer. In addition to managing investments, the firm provides financial planning as part of its ongoing relationship with clients. Accounts are held at independent custodian banks or brokerage firms.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees start at 1% and are negotiable based on account size, relationship nature, and complexity. Fees are waived for employees and immediate family members.