Partnered Custodians

For Advisors
For Individuals
Our Custodians

Our SMA strategies are offered through

the following custodians:

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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