Zermatt Wealth Partners
Assets Under Management
$116.0M
Number of Clients
127
Number of Advisors
6
Avg. Portfolio per Client
$914K
Avg. Managed per Advisor
$19.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Zermatt Wealth Partners offers personalized wealth planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Zermatt Wealth Partners is a fee-only firm, meaning it doesn't sell securities or receive compensation from other sources besides its clients. Services include investment supervision, advice through consultations, and advice on matters not involving securities. Zermatt Wealth Partners generally provides investment supervisory services on a discretionary basis.
Fee Structure
Zermatt Wealth Partners' investment management fees are based on a percentage of the assets they manage.
- For non-discretionary accounts, the fee ranges from 0.80% to 2.5% per year.
- For discretionary accounts, the fee ranges from 0.80% to 3.0% per year.
These fees include a technology platform fee of up to 0.25%. The investment management fee is calculated by applying different rates to different values of the account. Total fees will be the sum of fees charged for assets under management within all applicable ranges.
Areas of Practice
Location
2251 San Diego Ave., Suite B-257, San Diego, CA, 92110