Question 1

What fees does Zacks Advantage charge?

Accepted Answer

Zacks Advantage uses a fee-only model. This means Zacks Advantage gets paid a flat fee regardless of what financial products or services you use. It also means they have a fiduciary responsibility to their clients. Instead of making money on trades commissions or selling products, they recommend an... Learn More at SuperMoney.com

Question 2

What management fees does Zacks Advantage charge?

Accepted Answer

Zacks Advantage charges an annual management fee that starts at 0.35% and ranges up to 0.7%. Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an... Learn More at SuperMoney.com

Question 3

What are the investment expense ratios of Zacks Advantage?

Accepted Answer

Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for... Learn More at SuperMoney.com

Question 4

What type of investment accounts and asset classes does Zacks Advantage support?

Accepted Answer

Zacks Advantage offers the following types of assets and account types. Zacks Advantage does not offer any of the investment vehicles that we track.

Question 5

What is the minimum amount you have to invest to open an account with Zacks Advantage?

Accepted Answer

The minimum amount to open an account with Zacks Advantage is $$25,000.

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