Zale Capital Management offers investment advisory services, managing client portfolios based on their individual objectives. Zale uses a tactical allocation strategy to reduce risk and increase performance, and may recommend redistributing investments to diversify the portfolio. Zale does not provide securities custodial or other administrative services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable at Zale's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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