Zebra Advisors, LLC

CRD#126286
Investment Advisor Firm

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Overview

Zebra Advisors, LLC is a financial advisory company that has its headquarters in Stamford, Connecticut. It manages $35.3 million in assets under management across one account. Zebra Advisors, LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like bonds, equities and options.

Zebra Advisors, LLC administers all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor makes transaction judgments for the client's account without requiring client approval. The company manages about $35.3 million for every account.

The firm's central office is located at 2187 Atlantic Street, Stamford, Connecticut 6902. The firm is permitted to provide services to customers in the state of Connecticut.

Assets Under Management

$35.3 million

Disclosures

No

Office Location

2187 Atlantic Street
Stamford, CT 06902

Zebra Advisors, LLC by the Numbers

Total Assets Under Management

$35.3 million

National Average: $3.7 billion
Total Number of Accounts

1

National Average: 2,073
Average Account Size

$35.3 million

National Average: $1.8 million

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Fee Structure

Financial advisory fees typically vary depending on which services the firm provides the client. Fees charged by Zebra Advisors, LLC can be comprised of the following fee structures: asset-based or performance-based. Zebra Advisors, LLC does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

It provides services to pooled investment vehicles. Zebra Advisors, LLC's biggest client is pooled investment vehicles. None of the firm's accounts are represented by people from outside of the U.S.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Zebra Advisors, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA