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Zacks Investment Management?",[897,899],{"type":129,"attrs":898},{"color":773},{"type":38},{"type":18,"attrs":901,"content":902},{"textAlign":34},[903],{"text":904,"type":22,"marks":905},"ZIM's financial advisory service combines proprietary research with access to a personal advisor, but it comes at a relatively high fee for smaller accounts.",[906],{"type":129,"attrs":907},{"color":773},{"type":18,"attrs":909,"content":910},{"textAlign":34},[911],{"text":912,"type":22,"marks":913},"Here’s a summary of the key advantages and disadvantages to help decide if it’s the right firm for you.",[914],{"type":129,"attrs":915},{"color":773},{"type":764,"attrs":917,"content":919},{"level":918,"textAlign":34},3,[920],{"text":921,"type":22,"marks":922},"Pros of Zacks Investment 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preferences.",[958],{"type":129,"attrs":959},{"color":773},{"type":820,"content":961},[962],{"type":18,"attrs":963,"content":964},{"textAlign":34},[965,971],{"text":966,"type":22,"marks":967},"Research-driven investment process: ",[968,970],{"type":129,"attrs":969},{"color":773},{"type":38},{"text":972,"type":22,"marks":973},"Zacks uses a hybrid process that combines quantitative models with qualitative review, supported by proprietary research inputs and strategy-specific portfolio construction methods.",[974],{"type":129,"attrs":975},{"color":773},{"type":820,"content":977},[978],{"type":18,"attrs":979,"content":980},{"textAlign":34},[981,987],{"text":982,"type":22,"marks":983},"Asset-allocation approach:",[984,986],{"type":129,"attrs":985},{"color":773},{"type":38},{"text":988,"type":22,"marks":989}," The retail program is built around combining strategies within a broader allocation framework, rather than offering only a single standalone model.",[990],{"type":129,"attrs":991},{"color":773},{"type":764,"attrs":993,"content":994},{"level":918,"textAlign":34},[995],{"text":996,"type":22,"marks":997},"Cons of Zacks Investment Management:",[998,1000],{"type":129,"attrs":999},{"color":773},{"type":38},{"type":817,"content":1002},[1003,1019,1035],{"type":820,"content":1004},[1005],{"type":18,"attrs":1006,"content":1007},{"textAlign":34},[1008,1014],{"text":1009,"type":22,"marks":1010},"High formal minimum for the main wealth management service: ",[1011,1013],{"type":129,"attrs":1012},{"color":773},{"type":38},{"text":1015,"type":22,"marks":1016},"The retail wealth management account minimum is generally $500,000. ",[1017],{"type":129,"attrs":1018},{"color":773},{"type":820,"content":1020},[1021],{"type":18,"attrs":1022,"content":1023},{"textAlign":34},[1024,1030],{"text":1025,"type":22,"marks":1026},"Standard retail advisory fees are on the expensive side: ",[1027,1029],{"type":129,"attrs":1028},{"color":773},{"type":38},{"text":1031,"type":22,"marks":1032},"The main schedule starts at 1.80% annually on accounts up to $500,000. ",[1033],{"type":129,"attrs":1034},{"color":773},{"type":820,"content":1036},[1037],{"type":18,"attrs":1038,"content":1039},{"textAlign":34},[1040,1046],{"text":1041,"type":22,"marks":1042},"Layered fees possible: ",[1043,1045],{"type":129,"attrs":1044},{"color":773},{"type":38},{"text":1047,"type":22,"marks":1048},"Clients invested in mutual funds or ETFs within their advisory accounts pay an additional layer of fund-level expenses in addition to the advisory fee.",[1049],{"type":129,"attrs":1050},{"color":773},{"type":764,"attrs":1052,"content":1053},{"level":766,"textAlign":34},[1054],{"text":1055,"type":22,"marks":1056},"Zacks Investment Management fees: How much does Zacks Investment Management cost?",[1057,1059],{"type":129,"attrs":1058},{"color":773},{"type":38},{"type":18,"attrs":1061,"content":1062},{"textAlign":34},[1063],{"text":1064,"type":22,"marks":1065},"The retail wealth management program uses a tiered annual fee schedule based on AUM, billed quarterly in advance. ",[1066],{"type":129,"attrs":1067},{"color":773},{"type":18,"attrs":1069,"content":1070},{"textAlign":34},[1071],{"text":1072,"type":22,"marks":1073},"Below are the fee schedules for the different services.",[1074],{"type":129,"attrs":1075},{"color":773},{"type":18,"attrs":1077,"content":1078},{"textAlign":34},[1079],{"text":1080,"type":22,"marks":1081},"Main retail wealth management fee schedule:",[1082,1084],{"type":129,"attrs":1083},{"color":773},{"type":38},"article-rich-text",{"_uid":1087,"caption":12,"content":1088,"component":1106,"show_search":543,"paste_content":1107,"number_of_rows":1174,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"5553a345-dfbe-4385-9869-be36dd250542",{"tbody":1089,"thead":1099,"fieldtype":1105},[1090],{"_uid":1091,"body":1092,"component":1098},"f1e537bc-4b2f-4039-ac4a-6385d6e62e2e",[1093,1096],{"_uid":1094,"value":12,"component":1095},"b555fff4-ba7a-48bd-8a2a-6868f83b7975","_table_col",{"_uid":1097,"value":12,"component":1095},"36f3c170-2d12-4124-ab67-29e71bc193bc","_table_row",[1100,1103],{"_uid":1101,"value":12,"component":1102},"276d5579-c74a-4fd9-b2ca-c4c0f984f712","_table_head",{"_uid":1104,"value":12,"component":1102},"656dd8e9-c6b0-4c3f-b944-1d667dae063a","table","article-table",{"type":15,"content":1108},[1109,1114,1119,1124,1129,1134,1139,1144,1149,1154,1159,1164,1169],{"type":18,"attrs":1110,"content":1111},{"textAlign":34},[1112],{"text":1113,"type":22},"Assets under management\tAnnual fee rate",{"type":18,"attrs":1115,"content":1116},{"textAlign":34},[1117],{"text":1118,"type":22},"Up to $500,000\t1.80%",{"type":18,"attrs":1120,"content":1121},{"textAlign":34},[1122],{"text":1123,"type":22},"$500,000 – $1,000,000\t1.65%",{"type":18,"attrs":1125,"content":1126},{"textAlign":34},[1127],{"text":1128,"type":22},"$1,000,000 – $1,500,000\t1.50%",{"type":18,"attrs":1130,"content":1131},{"textAlign":34},[1132],{"text":1133,"type":22},"$1,500,000 – $2,000,000\t1.45%",{"type":18,"attrs":1135,"content":1136},{"textAlign":34},[1137],{"text":1138,"type":22},"$2,000,000 – $2,500,000\t1.35%",{"type":18,"attrs":1140,"content":1141},{"textAlign":34},[1142],{"text":1143,"type":22},"$2,500,000 – $3,000,000\t1.30%",{"type":18,"attrs":1145,"content":1146},{"textAlign":34},[1147],{"text":1148,"type":22},"$3,000,000 – $3,500,000\t1.25%",{"type":18,"attrs":1150,"content":1151},{"textAlign":34},[1152],{"text":1153,"type":22},"$3,500,000 – $4,000,000\t1.20%",{"type":18,"attrs":1155,"content":1156},{"textAlign":34},[1157],{"text":1158,"type":22},"$4,000,000 – $4,500,000\t1.15%",{"type":18,"attrs":1160,"content":1161},{"textAlign":34},[1162],{"text":1163,"type":22},"$4,500,000 – $5,000,000\t1.10%;",{"type":18,"attrs":1165,"content":1166},{"textAlign":34},[1167],{"text":1168,"type":22},"$5,000,000 – $10,000,000\t1.05%",{"type":18,"attrs":1170,"content":1171},{"textAlign":34},[1172],{"text":1173,"type":22},"Over $10,000,000\t                 1.00%","10",{"_uid":1176,"data":1177,"component":1085},"d3fb1bbc-084b-4227-b9ba-b63d947c2c0f",{"type":15,"content":1178},[1179],{"type":18,"attrs":1180,"content":1181},{"textAlign":34},[1182],{"text":1183,"type":22,"marks":1184},"Individual fixed-income securities accounts：",[1185,1187],{"type":129,"attrs":1186},{"color":773},{"type":38},{"_uid":1189,"caption":12,"content":1190,"component":1106,"show_search":543,"paste_content":1204,"number_of_rows":1174,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"2da801ab-109a-45ca-99cb-80d44ac74662",{"tbody":1191,"thead":1199,"fieldtype":1105},[1192],{"_uid":1193,"body":1194,"component":1098},"f1415b23-183b-4f62-80af-f0b7b57ab1b2",[1195,1197],{"_uid":1196,"value":12,"component":1095},"a6a0b40c-405c-48a6-ae57-a58502cd7493",{"_uid":1198,"value":12,"component":1095},"50f0672a-10b6-4780-9b8b-edaa84ac297c",[1200,1202],{"_uid":1201,"value":12,"component":1102},"e502307c-a730-4533-bc22-0e3c0d750e6f",{"_uid":1203,"value":12,"component":1102},"87a2db7b-dc33-4e8f-98a8-122018d326f1",{"type":15,"content":1205},[1206,1210,1215,1220,1225],{"type":18,"attrs":1207,"content":1208},{"textAlign":34},[1209],{"text":1113,"type":22},{"type":18,"attrs":1211,"content":1212},{"textAlign":34},[1213],{"text":1214,"type":22},"$500,000 – $2,000,000\t0.65%",{"type":18,"attrs":1216,"content":1217},{"textAlign":34},[1218],{"text":1219,"type":22},"$2,000,000 – $4,000,000\t0.50%",{"type":18,"attrs":1221,"content":1222},{"textAlign":34},[1223],{"text":1224,"type":22},"$4,000,000 – $6,000,000\t0.40%",{"type":18,"attrs":1226,"content":1227},{"textAlign":34},[1228],{"text":1229,"type":22},"Over $6,000,000\t0.25%",{"_uid":1231,"data":1232,"component":1085},"91c667ac-e6c7-4b12-9f94-14419dda9a38",{"type":15,"content":1233},[1234],{"type":18,"attrs":1235,"content":1236},{"textAlign":34},[1237],{"text":1238,"type":22,"marks":1239},"Global tactical strategy (retail)：",[1240,1242],{"type":129,"attrs":1241},{"color":773},{"type":38},{"_uid":1244,"caption":12,"content":1245,"component":1106,"show_search":543,"paste_content":1259,"number_of_rows":1174,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"1305ce4b-c7e8-4ee7-bb0d-b4c42ae70e42",{"tbody":1246,"thead":1254,"fieldtype":1105},[1247],{"_uid":1248,"body":1249,"component":1098},"abc38928-da76-4172-8b49-26f7e1200ca2",[1250,1252],{"_uid":1251,"value":12,"component":1095},"b4d57b12-1ce9-4f9f-8171-453540577e51",{"_uid":1253,"value":12,"component":1095},"7836f1f9-8ded-4846-9f96-ef8378feca22",[1255,1257],{"_uid":1256,"value":12,"component":1102},"23eb3538-9d7b-412a-99f4-305ab8a81df2",{"_uid":1258,"value":12,"component":1102},"ea4adcca-9e15-4a22-8f80-a96a4f8fb55b",{"type":15,"content":1260},[1261,1265,1270,1275,1280],{"type":18,"attrs":1262,"content":1263},{"textAlign":34},[1264],{"text":1113,"type":22},{"type":18,"attrs":1266,"content":1267},{"textAlign":34},[1268],{"text":1269,"type":22},"$0 – $500,000\t0.95%",{"type":18,"attrs":1271,"content":1272},{"textAlign":34},[1273],{"text":1274,"type":22},"$500,000 – $1,000,000\t0.90%",{"type":18,"attrs":1276,"content":1277},{"textAlign":34},[1278],{"text":1279,"type":22},"$1,000,000 – $4,000,000\t0.80%",{"type":18,"attrs":1281,"content":1282},{"textAlign":34},[1283],{"text":1284,"type":22},"Over $4,000,000\t0.70%",{"_uid":1286,"data":1287,"component":1085},"e609baa1-8efa-417c-8c77-cea026434770",{"type":15,"content":1288},[1289],{"type":18,"attrs":1290,"content":1291},{"textAlign":34},[1292],{"text":1293,"type":22,"marks":1294},"Zacks strategies direct：",[1295,1297],{"type":129,"attrs":1296},{"color":773},{"type":38},{"_uid":1299,"caption":12,"content":1300,"component":1106,"show_search":543,"paste_content":1314,"number_of_rows":1174,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"a8784ac2-101d-419a-a59b-0700db4fffd8",{"tbody":1301,"thead":1309,"fieldtype":1105},[1302],{"_uid":1303,"body":1304,"component":1098},"07159093-a8bb-41ae-b78c-5ecd45054bf3",[1305,1307],{"_uid":1306,"value":12,"component":1095},"4336b147-475a-4c51-b4a1-b59196f21cdc",{"_uid":1308,"value":12,"component":1095},"c96f15e5-4dda-4d74-851a-0182c019946f",[1310,1312],{"_uid":1311,"value":12,"component":1102},"3ac536a4-2ba4-4c46-aa29-cc82c6453306",{"_uid":1313,"value":12,"component":1102},"fc2f05e1-12df-4045-9508-b4c56ce72e6f",{"type":15,"content":1315},[1316,1320,1325,1329,1334,1339],{"type":18,"attrs":1317,"content":1318},{"textAlign":34},[1319],{"text":1113,"type":22},{"type":18,"attrs":1321,"content":1322},{"textAlign":34},[1323],{"text":1324,"type":22},"$0 – $500,000\t0.99%",{"type":18,"attrs":1326,"content":1327},{"textAlign":34},[1328],{"text":1274,"type":22},{"type":18,"attrs":1330,"content":1331},{"textAlign":34},[1332],{"text":1333,"type":22},"$1,000,000 – $2,000,000\t0.80%",{"type":18,"attrs":1335,"content":1336},{"textAlign":34},[1337],{"text":1338,"type":22},"$2,000,000 – $5,000,000\t0.70%",{"type":18,"attrs":1340,"content":1341},{"textAlign":34},[1342],{"text":1343,"type":22},"Over $5,000,000\t0.60%",{"_uid":1345,"data":1346,"component":1085},"987ba48e-93fb-4d91-8078-fcffc979b32a",{"type":15,"content":1347},[1348,1366,1374,1382,1391,1399,1407,1416,1424,1432,1498,1506,1562,1571,1579,1587,1595,1604,1612,1620,1629,1637,1645,1653,1662,1670,1678,1686,1694,1703,1726,1728,1732,1736,1740,1744,1748,1752],{"type":817,"content":1349},[1350],{"type":820,"content":1351},[1352],{"type":18,"attrs":1353,"content":1354},{"textAlign":34},[1355,1361],{"text":1356,"type":22,"marks":1357},"Premier Select Strategy (Retail): ",[1358,1360],{"type":129,"attrs":1359},{"color":773},{"type":38},{"text":1362,"type":22,"marks":1363},"Annual Fee Rate is 1.50",[1364],{"type":129,"attrs":1365},{"color":773},{"type":18,"attrs":1367,"content":1368},{"textAlign":34},[1369],{"text":1370,"type":22,"marks":1371},"In addition to the advisory fee, clients are responsible for custodial fees and trading costs paid directly to their custodian. ",[1372],{"type":129,"attrs":1373},{"color":773},{"type":18,"attrs":1375,"content":1376},{"textAlign":34},[1377],{"text":1378,"type":22,"marks":1379},"Clients who invest in mutual funds or ETFs also pay the applicable fund-level expense ratios in addition to the advisory fee.",[1380],{"type":129,"attrs":1381},{"color":773},{"type":764,"attrs":1383,"content":1384},{"level":766,"textAlign":34},[1385],{"text":1386,"type":22,"marks":1387},"What is Zacks Investment Management’s minimum account size?",[1388,1390],{"type":129,"attrs":1389},{"color":773},{"type":38},{"type":18,"attrs":1392,"content":1393},{"textAlign":34},[1394],{"text":1395,"type":22,"marks":1396},"The formal minimum for a retail wealth management program account is $500,000 in equity assets. ",[1397],{"type":129,"attrs":1398},{"color":773},{"type":18,"attrs":1400,"content":1401},{"textAlign":34},[1402],{"text":1403,"type":22,"marks":1404},"For individual fixed-income securities accounts, the stated minimum is also $500,000. The firm may accept smaller accounts at its discretion.",[1405],{"type":129,"attrs":1406},{"color":773},{"type":764,"attrs":1408,"content":1409},{"level":766,"textAlign":34},[1410],{"text":1411,"type":22,"marks":1412},"Who should choose Zacks Investment Management?",[1413,1415],{"type":129,"attrs":1414},{"color":773},{"type":38},{"type":18,"attrs":1417,"content":1418},{"textAlign":34},[1419],{"text":1420,"type":22,"marks":1421},"ZIM's financial advisory service is designed primarily for investors seeking a fully managed, advisor-supported portfolio built on proprietary quantitative and fundamental research.",[1422],{"type":129,"attrs":1423},{"color":773},{"type":18,"attrs":1425,"content":1426},{"textAlign":34},[1427],{"text":1428,"type":22,"marks":1429},"Zacks Investment Management works well for:",[1430],{"type":129,"attrs":1431},{"color":773},{"type":817,"content":1433},[1434,1450,1466,1482],{"type":820,"content":1435},[1436],{"type":18,"attrs":1437,"content":1438},{"textAlign":34},[1439,1445],{"text":1440,"type":22,"marks":1441},"Affluent investors who want a managed portfolio: ",[1442,1444],{"type":129,"attrs":1443},{"color":773},{"type":38},{"text":1446,"type":22,"marks":1447},"The service is structured for hands-off investors who want a professional to manage allocations and make investment decisions on their behalf.",[1448],{"type":129,"attrs":1449},{"color":773},{"type":820,"content":1451},[1452],{"type":18,"attrs":1453,"content":1454},{"textAlign":34},[1455,1461],{"text":1456,"type":22,"marks":1457},"Clients who value customization: ",[1458,1460],{"type":129,"attrs":1459},{"color":773},{"type":38},{"text":1462,"type":22,"marks":1463},"Zacks allows reasonable portfolio restrictions and emphasizes tailored solutions.",[1464],{"type":129,"attrs":1465},{"color":773},{"type":820,"content":1467},[1468],{"type":18,"attrs":1469,"content":1470},{"textAlign":34},[1471,1477],{"text":1472,"type":22,"marks":1473},"Investors who want research-driven portfolio construction:",[1474,1476],{"type":129,"attrs":1475},{"color":773},{"type":38},{"text":1478,"type":22,"marks":1479}," Independent quantitative data and proprietary earnings-based models may appeal to clients who prioritize a systematic, research-backed investment process.",[1480],{"type":129,"attrs":1481},{"color":773},{"type":820,"content":1483},[1484],{"type":18,"attrs":1485,"content":1486},{"textAlign":34},[1487,1493],{"text":1488,"type":22,"marks":1489},"Clients who want strategy-level customization: ",[1490,1492],{"type":129,"attrs":1491},{"color":773},{"type":38},{"text":1494,"type":22,"marks":1495},"The ability to choose from a broad range of strategies and impose restrictions on specific securities or sectors gives clients more flexibility.",[1496],{"type":129,"attrs":1497},{"color":773},{"type":18,"attrs":1499,"content":1500},{"textAlign":34},[1501],{"text":1502,"type":22,"marks":1503},"Who might not benefit as much:",[1504],{"type":129,"attrs":1505},{"color":773},{"type":817,"content":1507},[1508,1524,1546],{"type":820,"content":1509},[1510],{"type":18,"attrs":1511,"content":1512},{"textAlign":34},[1513,1519],{"text":1514,"type":22,"marks":1515},"Investors with less than $500,000 to invest: ",[1516,1518],{"type":129,"attrs":1517},{"color":773},{"type":38},{"text":1520,"type":22,"marks":1521},"The formal account minimum excludes most early-stage or smaller investors, and those accepted below the minimum do so at ZIM's discretion.",[1522],{"type":129,"attrs":1523},{"color":773},{"type":820,"content":1525},[1526],{"type":18,"attrs":1527,"content":1528},{"textAlign":34},[1529,1535,1540],{"text":1530,"type":22,"marks":1531},"Cost-sensitive investors: ",[1532,1534],{"type":129,"attrs":1533},{"color":773},{"type":38},{"text":1536,"type":22,"marks":1537},"The 1.80% starting fee, plus potential fund-level expense layers and trading costs, may be higher than comparable alternatives",[1538],{"type":129,"attrs":1539},{"color":773},{"text":1541,"type":22,"marks":1542},".",[1543,1545],{"type":129,"attrs":1544},{"color":773},{"type":38},{"type":820,"content":1547},[1548],{"type":18,"attrs":1549,"content":1550},{"textAlign":34},[1551,1557],{"text":1552,"type":22,"marks":1553},"People who prefer very simple, low-turnover indexing: ",[1554,1556],{"type":129,"attrs":1555},{"color":773},{"type":38},{"text":1558,"type":22,"marks":1559},"Some Zacks strategies are active, tactical, or higher-turnover, which may not align with investors looking for a straightforward passive indexing approach.",[1560],{"type":129,"attrs":1561},{"color":773},{"type":764,"attrs":1563,"content":1564},{"level":766,"textAlign":34},[1565],{"text":1566,"type":22,"marks":1567},"Zacks Investment Management: Is it secure?",[1568,1570],{"type":129,"attrs":1569},{"color":773},{"type":38},{"type":18,"attrs":1572,"content":1573},{"textAlign":34},[1574],{"text":1575,"type":22,"marks":1576},"Zacks is registered with the SEC as an investment adviser and operates as a fiduciary, meaning it is legally required to act in clients' best interests.",[1577],{"type":129,"attrs":1578},{"color":773},{"type":18,"attrs":1580,"content":1581},{"textAlign":34},[1582],{"text":1583,"type":22,"marks":1584},"Client assets are held in custody by unaffiliated broker-dealers or banks — specifically Schwab, Fidelity, or Folio, depending on the client's arrangement. ZIM does not hold client assets directly.",[1585],{"type":129,"attrs":1586},{"color":773},{"type":18,"attrs":1588,"content":1589},{"textAlign":34},[1590],{"text":1591,"type":22,"marks":1592},"The firm also has business continuity plans and systems designed to prevent cyberattacks, while acknowledging the limits of those controls.",[1593],{"type":129,"attrs":1594},{"color":773},{"type":764,"attrs":1596,"content":1597},{"level":766,"textAlign":34},[1598],{"text":1599,"type":22,"marks":1600},"Zacks Investment Management: Customer service",[1601,1603],{"type":129,"attrs":1602},{"color":773},{"type":38},{"type":18,"attrs":1605,"content":1606},{"textAlign":34},[1607],{"text":1608,"type":22,"marks":1609},"The service model is advisor-led. Retail clients generally work through a ZIM Investment Consultant or Regional Vice President, and accounts are generally reviewed quarterly.",[1610],{"type":129,"attrs":1611},{"color":773},{"type":18,"attrs":1613,"content":1614},{"textAlign":34},[1615],{"text":1616,"type":22,"marks":1617},"During these reviews, the consultant assesses whether life circumstances, such as retirement, employment changes, or family events, warrant a change in portfolio allocation.",[1618],{"type":129,"attrs":1619},{"color":773},{"type":764,"attrs":1621,"content":1622},{"level":766,"textAlign":34},[1623],{"text":1624,"type":22,"marks":1625},"Zacks Investment Management: Mobile app",[1626,1628],{"type":129,"attrs":1627},{"color":773},{"type":38},{"type":18,"attrs":1630,"content":1631},{"textAlign":34},[1632],{"text":1633,"type":22,"marks":1634},"Zacks Investment Management, Inc, has no dedicated mobile 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