Zor Capital offers personalized investment advice and manages investment portfolios for individuals. Services include asset allocation and custom-tailored portfolios for high-net-worth individuals, potentially including performance-based fees. Zor Capital studies market indicators to allocate assets among various securities, monitoring and rebalancing portfolios as needed.
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)
Zor Capital offers different investment management services with varying fees:
- Asset Allocation Services: 1.00% of your portfolio per year. This fee is negotiable.
- Portfolio Management Services: 2.00% of your portfolio per year. This fee is negotiable.
- Custom Tailored Portfolio with Performance Fee for Qualified Clients: 2.00% of your portfolio per year, plus 20% of the net returns of the account after deducting the management fee and any previous losses. This is only offered to high-net-worth individuals.
Loading...