Zulu Dreams Capital LLC (ZDCL) provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. ZDCL creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. ZDCL requests authority to make trades without asking first. ZDCL generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, commodities and non-U.S. securities.
Assets Under Management$4.1M
Clients16
Advisors2
Avg. per Client$260K
Avg. per Advisor$2.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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