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ZEGA INV | Make an Appointment

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

Contact us

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

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Service@ZEGAInvestments.com
1.800.380.9342

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Palm Beach Office

3801 PGA Boulevard
Suite 600
Palm Beach Gardens, FL 33410

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

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

Phone: 1.800.380.9342

Email: Service@ZEGAInvestments.com

ZEGA Investments 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 investment 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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