Zou Capital Management is a registered investment advisor founded in 2022 and based in Flushing, New York. The firm provides discretionary portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Zou Capital Management invests client assets using model portfolios that range from conservative to aggressive investment strategies. The firm utilizes fundamental, technical, cyclical, and economic analysis to make investment decisions, focusing on long-term growth and strategic asset allocation. In addition to managing accounts directly, Zou Capital Management assists clients with rolling over employer retirement plans into individual retirement accounts. The firm does not offer financial planning services or performance-based fees, operating primarily as an investment management firm that executes trades through Charles Schwab.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.75% |
| $250K - $500K | 0.65% |
| $500K+ | 0.50% |
Fees are non-negotiable.