How does the advisor help clients – Key Takeaways:
ZAKS INVESTMENT ADVISORY SERVICE, LLC is a highly reputable and experienced financial advisory firm that specializes in helping clients achieve their financial goals. The team at ZAKS has a wealth of knowledge and expertise in the financial industry, providing clients with a comprehensive range of services to help them make informed financial decisions. Here are some key takeaways on how ZAKS helps their clients:
- Provides personalized financial advice tailored to each client’s specific needs and goals
- Offers a wide range of financial services, including investment management, retirement planning, and tax planning
- Continuously monitors and adjusts clients’ portfolios to ensure they are on track to meet their financial objectives
- Provides ongoing support and guidance to help clients navigate through changing market conditions and life events
Facts and Insights
ZAKS INVESTMENT ADVISORY SERVICE, LLC has been in business for over 20 years and has a team of highly qualified advisors with an average of 15 years of experience in the financial industry. Below are some facts and insights to give you a better understanding of the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
ZAKS INVESTMENT ADVISORY SERVICE, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Education Planning
- Insurance Solutions
Client Types
ZAKS works with a diverse range of clients, including individuals, families, and small businesses. They understand that each client has unique needs and goals, and they tailor their services to meet those specific requirements. ZAKS takes the time to understand their clients’ financial situations and develop personalized solutions to help them achieve their objectives.
Fees & Compensation
ZAKS INVESTMENT ADVISORY SERVICE, LLC believes in transparency when it comes to fees and compensation. They charge a percentage of assets under management as their advisory fee, which is based on the level of service and complexity of the client’s portfolio. They do not receive any commissions or third-party payments, ensuring that their recommendations are always in the best interest of the client.
Background
ZAKS INVESTMENT ADVISORY SERVICE, LLC was founded by John Zaks, a highly experienced financial advisor with over 30 years of industry experience. John and his team are dedicated to providing clients with expert financial advice and helping them achieve their financial goals. ZAKS operates with a fiduciary duty, always putting the client’s best interest first.
Financial Advisor Disclosures to Know
As a registered investment advisor, ZAKS INVESTMENT ADVISORY SERVICE, LLC is subject to certain fiduciary obligations, such as acting in the best interest of their clients and disclosing any potential conflicts of interest. To ensure transparency, they provide clients with a Form ADV, which outlines their services, fees, and potential conflicts of interest. Additionally, ZAKS has a strict code of ethics and conducts annual compliance reviews to ensure they are upholding the highest standards of integrity and professionalism.