Zero Day Capital Enterprises LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Zero Day Capital Enterprises manages investment portfolios and provides personalized financial planning and consulting services. Zero Day Capital Enterprises offers discretionary asset management, building investment strategies based on your personal goals, time horizon, and risk tolerance. When appropriate, the firm may hire sub-advisors to help manage client portfolios. Zero Day Capital Enterprises also provides a wide range of financial planning and consulting services, covering budget planning, business exit planning, cash flow analysis, charitable gift planning, debt management, divorce planning, education planning, insurance planning, investment planning, legacy planning, major purchase planning, Medicare analysis, personal financial planning, retirement planning, Social Security analysis, succession planning, and tax planning.

Assets Under Management$31M
Clients131
Advisors16
Avg. per Client$230K
Avg. per Advisor$1.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual advisory fee is up to 2.50% of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

16 Advisors at this firm

Zero Day Capital Enterprises LLC - Fees, AUM & Advisors | TrueAdvisor