Zacks Intelligence offers two advisory businesses. Zacks Wealth Partners manages accounts with an asset allocation approach. Zacks Insight is an online platform that uses artificial intelligence to generate investment recommendations and financial information based on user queries. Zacks Intelligence does not meet with users at its office.
Assets Under Management$2
Clients1
Advisors1
Avg. per Client$2
Avg. per Advisor$2
Fee Structure
Minimum Investment:$500K
Zacks Wealth Partners charges a percentage of your assets each year, deducted quarterly. The fee varies depending on the types of investments in your account:
- Equity strategies:
- 0.99% on the first $500,000
- 0.90% on assets between $500,000 and $1,000,000
- 0.80% on assets between $1,000,000 and $2,000,000
- 0.70% on assets between $2,000,000 and $5,000,000
- 0.60% on assets over $5,000,000
- Individual fixed-income securities (treasury, corporate, municipal bonds):
- 0.65% on assets between $500,000 and $2,000,000
- 0.50% on assets between $2,000,000 and $4,000,000
- 0.40% on assets between $4,000,000 and $6,000,000
- 0.25% on assets over $6,000,000
- ETF (exchange-traded funds) strategies:
- 0.70% on the first $100,000
- 0.50% on assets between $100,000 and $250,000
- 0.35% on assets over $250,000
Fees may be negotiable.
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