Richard Zenker is a registered investment advisor at Overbrook Management Corporation, based in New York, NY, with 4 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 116 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Overbrook's fees for managing your investments in separate accounts range from 0.50% to 1.25% per year, based on the value of the assets. The specific fee depends on the services provided, account size, how your money is invested (stocks vs. bonds), and other accounts you have with Overbrook. Overbrook also charges 0.50% - 0.75% per year for finding and monitoring alternative investments, based on the amount invested.
Location
280 Park Avenue, Suite 2402W, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Overbrook Management Corporation
State Registrations2 states
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