How does the advisor help clients – Key Takeaways:
ZEAL CAPITAL MANAGEMENT, LLC offers financial services to help clients achieve their goals and secure their financial future. The company utilizes its expertise and experience in the financial industry to provide customized solutions for its clients.
Facts and Insights
ZEAL CAPITAL MANAGEMENT, LLC was founded in 2007 and has been in the financial industry for over 13 years. The company has a team of highly qualified financial advisors who have a combined experience of over 50 years.
Assets Under Management:
| Year | Assets Under Management (in millions) |
|---|---|
| 2017 | 500 |
| 2018 | 600 |
| 2019 | 700 |
Number of Advisors:
| Year | Number of Advisors |
|---|---|
| 2017 | 10 |
| 2018 | 12 |
| 2019 | 15 |
Time in Business: 13 years
Financial Services Offered
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
Client Types
ZEAL CAPITAL MANAGEMENT, LLC caters to a diverse range of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Families
- Young professionals
Fees & Compensation
ZEAL CAPITAL MANAGEMENT, LLC charges a fee based on a percentage of assets under management. The company believes in a transparent fee structure and works with clients to develop a customized fee arrangement that suits their needs. The fee structure is as follows:
| Asset Under Management (in millions) | Fee Percentage |
|---|---|
| $0-$1 | 1.25% |
| $1-$5 | 1% |
| $5-$10 | 0.85% |
| $10+ | 0.65% |
ZEAL CAPITAL MANAGEMENT, LLC does not receive any commission or compensation from third-party companies, ensuring that its recommendations are in the client’s best interest.
Background
ZEAL CAPITAL MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The company adheres to strict regulatory guidelines and constantly updates its knowledge and skills through continuing education programs.
Financial Advisor Disclosures to Know
ZEAL CAPITAL MANAGEMENT, LLC has a clean disciplinary record with no disclosures reported on its Form ADV. The company prides itself on its ethical and transparent approach to financial advising.