Chelsea Ransom-Cooper is a CFP-designated registered investment advisor at Zenith Wealth Partners, based in Philadelphia, PA, with 7 years of industry experience. Chelsea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 278 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are customized for clients with at least $10,000,000 in assets under management. The starting point for the annual investment advisory fee is 0.60%.
Fee Estimator
Location
2400 Market St., Suite 216, Philadelphia, PA, 19103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Chelsea is the founder of Women with Equity, an organization that empowers women to build wealth through equity, since September 2020. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Zenith Wealth Partners
Previous Registrations
Bakeravenue
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.