Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
89 clients
Average Client Portfolio
$429K average
Assets Under Management
$38.2M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.50%

The annual fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$1,000 - $12,000
Hourly Rate:$300/hr

Zero Day Capital Enterprises charges up to 2.50% annually for asset management, negotiable and charged monthly in arrears. Financial planning is offered at $300/hour or a flat fee of $1,000 to $12,000. Ongoing financial consulting is offered at a flat annualized fee of $1,200 to $12,000, paid monthly or quarterly. There is no minimum account size.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningDivorce PlanningCharitable Giving
Loading...

Advisor Information

Office location
Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2024
Regulatory
December 2021
Final
Regulatory
April 2021
Final
Employment Separation After Allegations
February 2020
Employment History
Current Registrations
Zero Day Capital Enterprises LLC
November 2024 - Present · 1 yr 2 mos
Previous Registrations
Zero Day Capital Enterprises LLC
June 2024 - October 2024 · 4 mos
Empirikal Partners LLC
May 2020 - July 2024 · 4 yrs 2 mos
Waddell & Reed
August 2017 - March 2020 · 2 yrs 7 mos
Waddell & ReedBroker
August 2016 - March 2020 · 3 yrs 7 mos
State Registrations1 state
OK
Advisor
Exams
No exam information available for this advisor.