Advisor at Zak Investment Management Company, LLC
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Firm
Zak Investment Management Company, LLC
Location
Hi Llsborough, NC
Credentials
Series 65
Industry experience
17 years
Aidis Zunde is a financial advisor at Zak Investment Management Company, LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Zak Investment Management since 2008. In addition to his advisory role, he serves as a senior consultant for Whitney, Bradley & Brown, supporting the Department of Defense’s Joint Improvised Explosive Device Defeat Organization and leading a team in support of Operation Enduring Freedom. Zak Investment Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations on a fee-only basis. The firm manages portfolios across equities, fixed income, mutual funds, and exchange-traded products, and is notable for its willingness to negotiate performance-based fee arrangements for eligible clients.
Flat fees may be charged at Registrant's discretion based on various criteria
$0 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.55% Over $10,000,000+: Negotiable
Performance fees generally range between 10% and 15% of realized and unrealized profits, negotiated with eligible clients
Account minimum: $444,444 Minimum fee: $4,000 annual minimum fee, negotiable and may be waived or reduced Fee-only: Fee-only basis, fees based on percentage of AUM and performance fees; no commissions
Hi Llsborough, NC
North Carolina
Zak Investment Management Company, LLC
2008 - Present (18 years)
Whitney, Bradley & Brown
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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