1 Zacks Advantage reserves the right to amend the terms or rescind the free Revolutionize Your Retirement: Why a Robo Advisor May be Your Best Option When Investing for Retirement offer at any time and for any reason at its discretion.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.
According to a 2015 Cerulli Global Analytics study which reported the average 2014 annual explicit client fee for sub-advisory separate accounts of 1.65%. Lower fees may apply for larger accounts. Higher fees may apply to smaller accounts. Separately managed account minimums apply. Robo investments are subject to some unique risks, including, but not limited to, the fact that investment decisions are made by algorithms based on investors’ answers to questions, there is a lack of human involvement, and there is the possibility that the software may not always perform exactly as intended or disclosed. Such investment programs are only suitable for investors who can bear the risk of a complete loss of their investments. Zacks Advantage’ standard management fees are available on request and are described in Part 2A of Form ADV.
Zacks Advantage is a service offered by Zacks Investment Management, a wholly-owned subsidiary of Zacks Investment Re-search. Zacks Investment Management is an independent Registered Investment Advisory firm and acts as an investment manager for individuals and institutions. All material in presented on this page is for informational purposes only and no recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. Nothing herein constitutes investment, legal, accounting or tax advice. No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole.