Zero Labs Inc. is an internet-only registered investment advisor that provides automated, algorithmic investment management services through its website, zero.tax. Zero Labs specializes in quantitative and model-based investment strategies across connected accounts, including real estate holdings, loans, and prediction market assets. Portfolios are constructed around varying levels of concentration, volatility, and income generation objectives using modern portfolio theory, behavioral finance principles, and goals-based investing. Clients complete an online onboarding questionnaire to establish their risk profile and investment strategy, and Zero Labs exercises discretionary authority to monitor portfolios and generate rebalancing recommendations. Zero Labs also offers direct indexing strategies to facilitate individual tax-loss harvesting and gain deferral.
Fee Structure
Zero Labs charges a flat annual subscription fee of $500 for its automated investment management services. Clients receive a 14-day free trial, and prepaid fees are refunded on a pro-rata basis if the agreement is terminated.