About
ETF Partners
Disclosures

About
ETF Partners
Disclosures

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March 23rd Market Update: Buy & Hedge and ZBIG

March 23, 2020 Buy & Hedge Volatility ZBIG (ZEGA’s Buffered Index Growth)

See Jay’s latest market update regarding Buy & Hedge Retirement and ZBIG.

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Palm Beach, FL
3801 PGA Blvd
Suite 600
Palm Beach Gardens, FL 33410

Phone: 1.833.ETF.ZEGA

Email: Service@ZEGAFinancial.com

ZEGA Financial LLC

The investment management fee schedule for the composite varies. Our wealth management fee for portfolio management services is 1.5%. These fees are negotiable depending upon the client’s financial situation and the client’s objectives. Our sub advisory fee for portfolio management services is 0.75%. These fees are negotiable depending upon the complexity and scope of the plan.

Certain portfolios may incur additional advisor directed fees. As a result, ZEGA’s returns for these accounts are net of the additional fees due to our subadvisor agreements.

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