Zuckerman Capital Management offers financial planning and investment consultation services. They work with clients to identify financial goals and tailor services to individual situations. They manage client portfolios on an institutional platform, giving access to third-party investment managers and mutual fund share classes. Zuckerman Capital Management operates on a fee-only model, where compensation is tied directly to the value of assets under management.
Assets Under Management$120M
Clients136
Advisors2
Avg. per Client$910K
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.75% to 1.50% depending on account size and services required. Fees may be negotiable at the discretion of the Chief Compliance Officer.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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