Assets Under Management
$2.4B
Number of Clients
256
Number of Advisors
8
Average Client AUM
$9.5M
AUM per Advisor
$303.7M
Compensation
Fee-Only (AUM)
Zemenick & Walker, Inc. is an independent, fee-only, non-discretionary investment advisory firm. They specialize in asset management for high-net-worth individuals, foundations, endowments, charitable organizations, pensions, and defined contribution retirement plans. They help clients build and manage diversified portfolios, completing a comprehensive review of the client's financial condition and developing a written Investment Policy.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $4.0M | 0.50% |
| $4.0M - $7.0M | 0.38% |
| $7.0M - $10.0M | 0.25% |
| $10M+ | 0.13% |
Clients engaged prior to the effective date of the current fee schedule are billed the lower of the fee stated in their original Investment Advisory Agreement or the current fee schedule.
1401 S. Brentwood Blvd., Suite 550, St Louis, MO, 63144