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

Contact us

Learn More About How We Can Help You With Your Investing Needs Today

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CONTACT

Service@ZEGAFinancial.com
1.800.380.9342

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Palm Beach Office

3801 PGA Boulevard
Suite 600
Palm Beach Gardens, FL 33410

Omaha Office

12020 Shamrock Plz Suite 200, Omaha, NE 68154

Jay can speak to clients in their language and get buy in
- Mike R, Advisor

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

Omaha, NE
12020 Shamrock Plz
Suite 200
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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