Zermatt Wealth Partners operates as a registered investment advisor offering comprehensive wealth planning and investment management services. The firm assists individuals, families, businesses, trusts, estates, and retirement plans with building customized portfolios, analyzing financial goals, and managing assets. Zermatt Wealth Partners utilizes fundamental, technical, and cyclical analysis to design globally diversified portfolios tailored to each client's specific objectives, time horizon, and risk tolerance. In addition to managing investment portfolios, the firm provides guidance on business planning, estate planning, insurance needs, and retirement strategies, including advising on employer-sponsored retirement accounts and individual retirement accounts. The firm emphasizes a client-first approach, operating as a fiduciary obligated to act in the best interest of clients at all times.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees range from 0.80% to 3.0% annually for discretionary accounts and 0.80% to 2.5% for non-discretionary accounts, inclusive of a technology platform fee up to 0.25%. Fees are negotiable.