Zak Investment Management offers investment advisory services to individuals, high net worth individuals, trusts, estates, foundations, and charitable organizations. Zak Investment Management does not provide financial planning, estate planning, or accounting services. The firm allocates investment assets consistent with client objectives and provides ongoing monitoring and review of account performance.
Assets Under Management$46M
Clients21
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees are negotiable, especially for amounts over $10,000,000. The firm may also charge a performance-based fee, which is negotiable but generally ranges between 10% and 15% of realized and unrealized profits.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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