How does the advisor help clients – Key Takeaways:
ZEBRA CAPITAL MANAGEMENT, LLC is a financial advisory firm that provides expert wealth management services to clients. Their team of professionals is dedicated to helping clients achieve their financial goals through personalized and strategic planning. Some key takeaways of how they help clients are:
- Expert financial advice and guidance
- Customized and personalized investment plans
- Diversified investment options
- Ongoing review and monitoring of investments
- Educational resources and tools
- Transparent and ethical business practices
Facts and Insights
ZEBRA CAPITAL MANAGEMENT, LLC was founded in 2010 and is located in New York. They have a team of highly qualified and experienced advisors who are dedicated to providing the best financial solutions to their clients. With years of expertise in the financial industry, they have gained valuable insights and knowledge that assist them in making informed and strategic decisions for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 10 years |
Financial Services Offered
ZEBRA CAPITAL MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they provide include:
- Investment management
- Retirement planning
- Education funding
- Tax planning and management
- Estate planning
- Insurance planning
- Employee benefits planning
Client Types
ZEBRA CAPITAL MANAGEMENT, LLC caters to a variety of clients, including individuals, families, corporations, and charitable organizations. They understand that each client has unique financial goals and needs, and they tailor their services accordingly to provide the best possible solutions.
Fees & Compensation
The fees and compensation structure of ZEBRA CAPITAL MANAGEMENT, LLC are transparent, and they strive to provide competitive and fair pricing to their clients. They charge a percentage of assets under management, with a minimum fee of $2,500. They may also receive compensation from third-party vendors for products and services recommended to clients, but they always act in the best interest of their clients.
Background
ZEBRA CAPITAL MANAGEMENT, LLC was founded by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. He holds a bachelor’s degree in finance and is a Certified Financial Planner (CFP). At ZEBRA CAPITAL MANAGEMENT, LLC, he leads a team of financial experts who are committed to helping clients achieve their financial goals and secure their future.
Financial Advisor Disclosures to Know
ZEBRA CAPITAL MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As per the SEC regulations, they have no legal or disciplinary actions against them, and there are no disclosures listed on their Form ADV. This demonstrates their commitment to ethical business practices and transparency with their clients.