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2 According to a 2015 Cerulli Global Analytics study which reported the average 2014 annual explicit client fee for sub-advisory separate accounts of 1.64%
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Zacks Advantage "Advantage Pledge" Terms and Conditions
The Advantage Pledge applies to the following investment advisory services and associated program fees: (i) Zacks Advantage Automated Advisory Accounts. The Advantage Pledge does not apply to any other accounts managed by Zacks Investment Management or its affiliates, this program is exclusive to the Zacks Advantage platform and customers of the Zacks Advantage automated advisory service, a service owned and operated by Zacks Investment Management. If at any time or for any reason you are not completely satisfied with a the Zacks Advantage automated advisory service within the first year, at your request, Zacks Advantage, fully owned and operated by Zacks Investment Management, will refund the associated program fee up until the end of the first year of advisory service participation. Customers should make Advantage Pledge refund requests by in writing by emailing support@zacksadvantage.com. Requests for refunds must be requested and received within 30 days after the first anniversary of opening the account to be eligible. After the first year of advisory service participation, the Advantage Pledge is no longer applicable. Zacks Advantage customers may participate in the Advantage Pledge one time per lifetime, even if they participate in multiple accounts. The program fee is a percentage of the eligible assets in your Service account(s). You will receive a refund to your Participating Service account(s) within approximately four weeks of your request. No other fees, commissions, charges, expenses, or market losses will be refunded. Zacks Advantage, owned and operated by Zacks Investment Management reserves the right to change or terminate this offer anytime in the future after providing notice.
