Zor Capital, LLC

Fee-Only (% of Portfolio)

Zor Capital, LLC is a registered investment advisor founded in 2011 and based in New York City. The firm provides discretionary portfolio management and asset allocation services tailored to each client's individual needs and goals. Zor Capital uses fundamental and technical analysis combined with long-term and short-term purchasing strategies to invest in a variety of securities, including stocks, bonds, exchange-traded funds, real estate investment trusts, and money market funds. In addition to standard asset management, Zor Capital offers a performance-fee-based service for qualified high-net-worth clients, charging a base management fee alongside an incentive fee based on net investment returns.

Assets Under Management$30M
Clients40
Advisors3
Avg. per Client$740K
Avg. per Advisor$9.8M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Standard portfolio management fee is 2.00% and asset allocation service fee is 1.00%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

3 Advisors at this firm