Our Services

At Zerquix, we are committed to guiding individuals and institutions in their investment journeys with tailored solutions to meet their distinct financial goals. As a full-service investing company, we offer a wide range of services designed to simplify your investment experience and enhance your portfolio. Below is a comprehensive overview of the services we provide.

Investment Advisory

Our Investment Advisory service provides personalized guidance tailored to your individual financial circumstances. Our experienced advisors work closely with you to develop a personalized investment strategy that considers your risk tolerance, investment objectives, and time horizon.

Pricing:

• Initial Consultation: Free
• Ongoing Advisory Fee: 1% of Assets Under Management (AUM) annually

Portfolio Management

We offer comprehensive portfolio management services that provide full oversight of your investment portfolio. This includes asset allocation, investment selection, and continuous monitoring to adapt to changing market conditions.

Pricing:

• Annual Management Fee: 0.75% of AUM
• Performance Fee: 10% of profits over a predefined benchmark

Retirement Planning

Planning for retirement is crucial to ensuring financial security for your future. Our retirement planning services assist you in mapping out a comprehensive strategy to efficiently accumulate retirement savings and optimize distributions during retirement.

Pricing:

• Retirement Planning Consultation: $250 (one-time fee)

Market Research and Analysis

With our Market Research and Analysis services, we provide in-depth insights and reports that allow you to make informed investment decisions. Our research team analyzes various markets and sectors, presenting you with actionable data and forecasts.

Pricing:

• Monthly Research Reports: $100 per report
• Annual Subscription: $1,200

Tax-Advantaged Investing

Maximizing your after-tax returns is vital. Our Tax-Advantaged Investing service focuses on strategies to reduce your tax burden through tax-efficient investment vehicles, retirement accounts, and strategic asset location.

Pricing:

• Tax Strategy Consultation: $300 (one-time fee)

Wealth Management

Our Wealth Management service encompasses a broad spectrum of financial services, including investment management, financial planning, estate planning, and trust services tailored for high-net-worth individuals.

Pricing:

• Comprehensive Wealth Management Fee: 1.25% of AUM annually

Financial Planning

We provide comprehensive financial planning services aimed at creating a roadmap for your financial goals. Our planners will analyze your current situation and provide guidance on savings, investments, insurance, and estate planning.

Pricing:

• Comprehensive Financial Plan: $1,500 (one-time fee)

Alternative Investments

Diversifying your portfolio with alternative investments can enhance returns and reduce volatility. Our alternatives team guides you in accessing private equity, hedge funds, and real estate investments.

Pricing:

• Alternative Investments Consultation: $500 (one-time fee)

ESG and Impact Investing

For the socially conscious investor, our ESG (Environmental, Social, and Governance) and Impact Investing services focus on generating positive social and environmental impacts alongside financial returns. We help you align your investments with your values.

Pricing:

• Consultation for ESG Investment Strategy: $400 (one-time fee)

Investment Workshops and Seminars

To empower our clients, we offer workshops and seminars on various investment topics, from fundamental analysis to advanced investment strategies. These sessions are designed to enhance your financial literacy and confidence in investing.

Pricing:

• Workshop Registration: $150 per participant
• Corporate Seminar (Custom Pricing): Contact us for options

Client Support Services

At Zerquix, we pride ourselves on our outstanding client support. We offer ongoing support to answer any questions, assist with transactions, and provide updates on your portfolio’s performance.

Pricing:

• Client Support: Included with all services

Why Choose Zerquix?

Investing is a journey, and having the right partner can make all the difference. At Zerquix, we blend expertise, personal service, and technology to craft investment solutions tailored to your unique needs. Our commitment to transparency and ethical practices ensures that your interests always come first.

Get Started Today!

If you’re looking for an investing partner that puts your interests first, Zerquix is ready to assist you. Whether you’re a beginner or a seasoned investor, our team is here to help you navigate the complex world of investments with confidence.

Contact us today to schedule your free consultation and take your first step toward achieving your financial goals.