ZEGA Investments provides personalized investment advice through portfolio management services. They work with clients to understand their financial goals and risk tolerance, then create a tailored investment strategy. ZEGA also offers sub-advisory services to other investment advisors, providing model portfolios for their clients. ZEGA primarily advises on ETFs, equities, and index futures, using options to create hedging strategies.
Assets Under Management$550M
Clients1,043
Advisors6
Avg. per Client$530K
Avg. per Advisor$91M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
ZEGA Investments charges a percentage of the assets they manage for you. This fee ranges from 0.50% to 1.75% per year. There is a $1,000 minimum fee. The fee is negotiable based on the complexity of your situation, your financial situation, and your objectives.
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