How does the advisor help clients – Key Takeaways:
ZOIC CAPITAL TWO LLC is a highly reputable financial advisory firm that offers a wide range of services to help clients achieve their financial goals. As a leading financial expert with years of experience in the industry, ZOIC CAPITAL TWO LLC is committed to providing personalized and comprehensive financial solutions to its clients. Here are some key takeaways on how the firm helps its clients:
- Provides personalized financial plans tailored to meet the specific needs and goals of each client
- Offers a diverse range of financial services including investment management, retirement planning, tax planning, estate planning, and risk management
- Utilizes a team-based approach to ensure maximum efficiency and expertise in handling clients’ financial needs
- Strives to build strong, long-term relationships with clients based on trust, transparency, and open communication
- Empowers clients with knowledge and resources to make informed financial decisions
Facts and Insights
ZOIC CAPITAL TWO LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). According to the latest Form ADV filed in 2020, the firm manages over $2 billion in assets and serves approximately 1,000 clients. Here are some additional facts and insights about the firm:
- Founded in 2010, ZOIC CAPITAL TWO LLC has been in business for over 10 years
- The firm has a team of 10 advisors who are highly qualified and experienced in various areas of finance
- 1,400 total accounts are managed by ZOIC CAPITAL TWO LLC, with the majority being individual accounts
- The firm primarily serves high net worth individuals, with an average account size of $2 million
- The largest percentage of the firm’s assets under management (AUM) are in corporate or other business accounts
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 10 advisors | 10+ years |
Financial Services Offered
ZOIC CAPITAL TWO LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management: creating a customized investment portfolio based on clients’ risk tolerance and financial goals
- Retirement planning: helping clients plan for a financially secure retirement
- Tax planning: developing strategies to minimize taxes and maximize after-tax returns
- Estate planning: helping clients plan for the distribution of their assets after their death
- Risk management: providing insurance and other risk management solutions
Client Types
ZOIC CAPITAL TWO LLC primarily serves high net worth individuals, defined as individuals or households with a net worth of $1 million or more. The firm also works with corporations and other businesses to manage their financial assets. The majority of the firm’s clients are individual accounts, but the size of corporate or other business accounts makes up the largest portion of their AUM.
Fees & Compensation
ZOIC CAPITAL TWO LLC charges a percentage of assets under management as their fee. The fee schedule is as follows:
- For individuals and trusts: 1.00% on the first $10 million, 0.75% on the next $10 million, and 0.50% for balances over $20 million
- For corporations and other business entities: 1.00% on the first $10 million, 0.75% on the next $10 million, and 0.50% for balances over $20 million
The firm also offers hourly and fixed-fee arrangements for certain services, such as financial planning or estate planning. Clients can also opt for performance-based fees in some cases. There are no minimum account size requirements, but the firm may charge a minimum annual fee of $5,000. All fees are negotiable and are disclosed in a