Although a Fee-Only Advisor, Zerini Equities offers a wide array of professional investment disciplines and financial services that, in the past, have created substantiated revenue to many clients. At this point though, we kindly want to remind you that we can neither promisse nor guarantee reoccurrence of such results in the future. With considerable years of experience in handling the financial intricacies of various clients, we know what it takes to research, manage, and invest in all aspects of the financial sphere to help you reach your investment goals.

Investments

  • Stocks
  • Bonds
  • Options
  • ETF's
  • Mutual Funds & 529 Plans
  • Private Equity & IPO (when available, for qualified Investors only) 
Types of Accounts Serviced

  • Individual and Joint
  • Trust
  • Estate
  • Endowment
  • Retirement (IRAs (traditional and Roth), 401Ks, and Rollovers)
  • Corporate & Selfemployed: Solo 401 (k), SEP, 403 (b) 
Advisory Services

  • Investment and retirement planning
  • Investment advisory services
  • Establish and utilize investment policy statement (IPS)
  • Implement and monitor asset allocation and investment strategies
  • Portfolio rebalancing and risk management

Note: While working towards establishing your investment management plan, estate and financial planning are only incidental issues. We will gladly work with tax and/or estate attorneys of our client's choice to achieve the desired investment service goals.
 

Investment Advisory Fees

Zerini Equities is a truly independent fee-only advisor, as we do not charge for any other services than our advice. This aspect allows us to not have any conflicts of interest and to concentrate on the task at hand: your financial well-being.

Our fee is a minimum of 1.5% per year, based on your total asset under management. The billing cycle occurs on a monthly basis. Since we respect and treat all individuals equally, all of our clients are charged the same service rate, no matter your account size. Yet, on a case by case basis, fees can be negotiated.

Unlike other companies, there are no required account minimums when you partner with Zerini Equities. However, based on our experience of managing investment accounts, we believe and suggest that a client with an aggregate account start value of $250,000 will experience the most benefits when implementing investment strategy.

Zerini Equities Inc. is a Registered Investment Advisor in the States of  NJ and CO.