Advisor at Zak Investment Management Company, LLC
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Firm
Zak Investment Management Company, LLC
Location
Norfolk, VA 23510
Credentials
CFA®, Series 65
Industry experience
18 years
William Zak is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been with Zak Investment Management Company, LLC since 2007. 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 various asset classes, including individual equities, fixed income, mutual funds, and exchange-traded products, and is notable for its willingness to negotiate performance-based fee arrangements and maintain a small, concentrated client roster.
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
207 Granby Street, Suite 301
Norfolk, VA 23510
Virginia
Zak Investment Management Company, LLC
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
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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