Zacks Intelligence LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2
Clients
1
0% high-net worth
Advisors
1
of 7 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$2
About
Zacks Intelligence serves individual and high‑net‑worth investors through two distinct offerings: a discretionary portfolio management program (Zacks Wealth Partners) and an AI‑driven online platform (Zacks Insight) offered in Basic, Pro, and Premium subscription tiers. Wealth Partners accounts are delivered via a sub‑advisory relationship while Zacks Insight provides interactive investment recommendations without accepting custody of user assets.
The adviser’s investment work for Wealth Partners is managed through an affiliation with Zacks Investment Management, which applies a hybrid quantitative and qualitative process using proprietary models to evaluate securities. Zacks Insight uses artificial intelligence and large language models to generate recommendations, with the Premium tier designed to deliver ongoing, questionnaire‑based personalized guidance and lower tiers offering less‑tailored outputs.
What distinguishes the firm from many peers is the combination of a traditional AUM advisory business with a consumer subscription product and multiple industry affiliations — including its parent Zacks Investment Research, a sub‑adviser (Zacks Investment Management), an affiliated broker‑dealer (LBMZ Securities), and an affiliated accounting/estate services entity. Zacks Intelligence discloses that it may receive compensation for referrals to affiliates and third parties and that those affiliated relationships and ZIR’s role as general partner of certain funds can create potential conflicts of interest.
Client services
Portfolio management
Provision of investment recommendations, investment guidance, and financial/market related information
Provision of investment recommendations, investment guidance, and financial/market related information
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $500,000: 0.99% (equity strategies) $500,000 - $1,000,000: 0.90% (equity strategies) $1,000,000 - $2,000,000: 0.80% (equity strategies) $2,000,000 - $5,000,000: 0.70% (equity strategies) $5,000,000+: 0.60% (equity strategies) $500,000 - $2,000,000: 0.65% (fixed-income securities) $2,000,000 - $4,000,000: 0.50% (fixed-income securities) $4,000,000 - $6,000,000: 0.40% (fixed-income securities) $6,000,000+: 0.25% (fixed-income securities) $0 - $100,000: 0.70% (ETF strategies) $100,000 - $250,000: 0.50% (ETF strategies) $250,000+: 0.35% (ETF strategies)
Basic Tier: free; Pro Tier: $14.99/month; Premium Tier: $89.49/month
Account minimum: $500,000
Main office location
Zacks Intelligence LLC
101 N Wacker Dr, Suite 1500
Chicago IL 60606, United States
Number of offices
1
Most active in
Zacks Intelligence LLC has reported serving >5 clients in these states in the last 12 months.
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration 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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