Zapa Investing offers ongoing monitoring of client accounts, periodic review of asset allocation, and recommendations to buy, sell, or hold securities. Clients must approve all trades. Zapa Investing's advice is generally limited to exchange-traded funds, mutual funds, individual equity and bond securities, and cash equivalents. Zapa Investing does not provide financial planning services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
All advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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