Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| $0K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.80% |
Fees are negotiable.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). The fee for advising on assets held away from 1818PCG is 0.10% per year, with a minimum of $3,000.00 per quarter. Fees are negotiable. They also charge fees for hedging strategies, equal to 0.25% of the USD trade value of each permitted derivatives transaction, plus an annual fee of 0.50% of the notional amount USD of the permitted derivatives transactions.
Areas of Practice
Advisor Information
Office location
2980 NE 207th St, Suite 809, Aventura, FL, 33180
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Zvika manages rental properties through LZ Investment Capital LLC, dedicating minimal time outside trading hours. He is also a business developer for Ari Financial Group, an insurance agency, and a member of DEF 33 SE 4 LLC, a real estate venture.