Zaks Investment Advisory Service provides investment advice to individual clients, managing their accounts with the client's goals in mind. The firm focuses on diversified portfolios using exchange traded funds and passively managed mutual funds. The firm's investment recommendations are made by Sergey Zaks. The firm does not participate in wrap fee programs.
Assets Under Management$3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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