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About
How It Works
Products
Growth Rate Simulator
In The News
Client Resources
Contact Us
Make an Appointment

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ZEGA’s October 2018 Performance Numbers Release

November 13, 2018

Click here for a PDF version of our October performance numbers.

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

Omaha, NE
14301 FNB Parkway
Suite 100
Omaha, NE 68154

Phone: 1.800.380.9342

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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