Assets Under Management
$116.0M
Number of Clients
127
Number of Advisors
6
Average Client AUM
$914K
AUM per Advisor
$19.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Zermatt Wealth Partners provides personalized wealth planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm is fee-only and does not sell securities or receive compensation from other sources. Services include investment supervisory services, consultations, and advice on matters not involving securities.
2251 San Diego Ave., Suite B-257, San Diego, CA, 92110