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

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

Videos

The ZEGA Blog
Podcast
Videos

About ZEGA

Product Overview

HiPOS Product

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.

Terms & Conditions

Disclosures and Form ADV

Powered by Twenty Over Ten