Zaki Financial LLC manages investment portfolios and offers financial planning services, including retirement planning, college savings, cash flow management, debt management, and estate planning. Investment advice is tailored to each client's individual needs, risk tolerance, and religious/moral values. They also provide ongoing advice and supervision for held-away accounts like 401(k)s and 529 plans.
Assets Under Management$6M
Clients34
Advisors2
Avg. per Client$180K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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