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About ZAZOVE ASSOCIATES LLC
ZAZOVE ASSOCIATES LLC is a financial advisory firm that provides specialized financial services to a range of clients. With a team of experienced financial experts, ZAZOVE ASSOCIATES LLC offers a comprehensive suite of financial services to help clients reach their financial goals.
How does the advisor help clients – Key Takeaways:
- Offering personalized financial planning and investment strategies
- Providing ongoing support and guidance to clients
- Utilizing a diverse range of financial tools and resources
- Emphasizing transparency and communication in all client relationships
Facts and Insights
ZAZOVE ASSOCIATES LLC was founded in 2006 and has been in business for over 15 years. They currently have assets under management (AUM) totaling $500 million and a team of 10 highly qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Total Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|---|
| 2006 | $500 million | 10 | Over 15 years |
Financial Services Offered
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
Client Types
ZAZOVE ASSOCIATES LLC works with a diverse range of clients, including individuals, families, and small businesses. They also have experience working with high-net-worth individuals and corporate executives.
Fees & Compensation
ZAZOVE ASSOCIATES LLC primarily charges fees based on a percentage of AUM, with rates varying depending on the size and complexity of the client’s portfolio. They may also charge flat fees for specific services or hourly rates for consultations.
Background
The team at ZAZOVE ASSOCIATES LLC has a combined experience of over 50 years in the financial industry. They hold various certifications and designations, including CFP, CPA, and MBA, which allows them to provide comprehensive and specialized financial advice to clients.
Financial Advisor Disclosures to Know
Like all financial advisors, ZAZOVE ASSOCIATES LLC is required by law to disclose any potential conflicts of interest to clients. They prioritize transparency and open communication in all client relationships.