”
How does the advisor help clients – Key Takeaways:
ZEBRA GLOBAL CAPITAL is a financial advisory firm that provides expert guidance to clients in achieving their financial goals. With a team of experienced and knowledgeable advisors, ZEBRA GLOBAL CAPITAL helps clients make informed decisions about their finances and investments.
Facts and Insights
ZEBRA GLOBAL CAPITAL has been in business for over 10 years and has a strong track record of helping clients achieve their financial goals. The firm has a proven strategy and approach to managing assets, which has resulted in consistently positive returns for clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (AUM) |
|---|---|---|
| 2008 | 15 | $500 million |
| 2010 | 25 | $1 billion |
| 2015 | 35 | $2.5 billion |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
- Education Planning
Client Types:
ZEBRA GLOBAL CAPITAL serves a diverse range of clients, including individuals, families, businesses, and institutions. The firm has the expertise and resources to cater to the unique needs and goals of each client.
Fees & Compensation:
ZEBRA GLOBAL CAPITAL operates on a fee-based compensation structure, meaning that the firm earns a percentage of the assets under management as its fee. This ensures that the firm’s interests are aligned with the clients’ interests, as the firm’s compensation is directly tied to the performance of the clients’ investments.
Background:
ZEBRA GLOBAL CAPITAL was founded by a team of seasoned financial professionals who saw a need for a client-centered and unbiased financial advisory firm. The firm has a client-first approach and is committed to providing personalized and comprehensive financial guidance to its clients.
Financial Advisor Disclosures to Know:
ZEBRA GLOBAL CAPITAL is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). This means that the firm is held to a fiduciary standard, meaning that it is legally obligated to act in the best interests of its clients. Additionally, all of ZEBRA GLOBAL CAPITAL’s advisors hold the appropriate licenses and registrations, ensuring that they are qualified to provide financial advice.